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Private Foundations vs Donor Advised Funds Chart
Philanthropically-minded clients are often advised to consider establishing a charitable vehicle as apart of their overall estate or wealth-management plan. By default, many advisors recommend a donor advised fund (“DAF”)
Inflation Reduction Act | How the Inflation Reduction Act can benefit tax-exempt organizations
Many tax-exempt organizations desire to construct clean energy initiatives on their property. What many tax-exempt organizations are not…
Preserving Your Client’s Legacy with a Dynasty Trust
An ideal client for a dynasty trust is typically someone with substantial wealth and a desire to create a lasting financial legacy for their
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