For many families, giving isn’t just a financial decision—it’s a core value. But how do you pass that value down to the next generation in a way that sticks
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For many families, giving is more than a financial decision—it’s a shared value. But how do you pass that value on to the next generation in a way that truly
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Newsletter Edition: Teaching Philanthropy Through Fun Activities
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Newsletter Edition: How to Involve Your Kids in Giving Decisions
Building a Legacy of Generosity: Involving Your Kids in Philanthropy
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Wiser Way to Give
Annual Giving vs. Legacy Giving – Strategic Timing
Giving with Purpose: When to Give for Maximum Impact ✨
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Giving with Intention: How a Financial Advisor Can Help Maximize Your Philanthropy ✨
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Estate Planning with Charity in Mind: A Win-Win ✨
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✨ Navigating Charitable Giving in an Uncertain Tax Environment ✨
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✨ Smart Giving Strategies for High-Income Years ✨
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✨ Direct Giving vs. Establishing Foundations: Which Approach Maximizes Your Impact? ✨
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✨ Amplify Your Legacy Through Thoughtful Giving ✨
Have you considered how life insurance can be a game-changer in your philanthropic efforts?
By
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✨ Turn Your Assets Into a Force for Good ✨
Looking for a savvy way to make a difference? Donating appreciated assets—such as stocks, real estate, or other
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