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Advisors Role

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 How To Give

What To Give

Ways To Give

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How To Give

Taking the time to make decisions about how to give a meaningful charitable gift that will make a lasting impression will lead your clients to experience more fully the joy of giving.

This section on “How To Give” will lead you through the steps of determining what assets your client can give and the most appropriate way for your client to make a gift, considering the client’s current circumstances.

 

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