Publications
Whether your clients are interested in making an immediate impact or planning to leave lasting gifts to charity and/or heirs, there are several strategies that make the IRA an ideal charitable giving vehicle.
In anticipation of Dr. James’ upcoming presentation for professional advisors in October, and to provide a glimpse into the minds of your charitable clients, we’re sharing four key takeaways from his research.
“They were sensationally good parents,” Joe remarked. Lang and Nini will both be remembered fondly by their family as kind, patient caregivers who loved each other, their family and their community with every fiber of their beings.
Giving Voice Spring 2021: Grantee Story
