Category: Charitable Planning

Three Ways To Maximize Your Charitable Donations
Three Ways To Maximize Your Charitable Donations
Charitable donations are a way to benefit your community and put your beliefs and values into practice. They can also be a way of working...
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The Power of Purposeful Giving
The Power of Purposeful Giving
Your financial life should be aligned with your goals and values to have the most impact on what matters most to you. Often, folks concerned...
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Want to Use Your Wealth to Make a Difference? First, Define Your Personal Mission and Vision
Want to Use Your Wealth to Make a Difference? First, Define Your Personal Mission and Vision
Those who’ve been blessed with wealth want to make a difference, but too often busy lives and careers leave them making last-minute, tax-driven donations at...
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