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Advisors and clients
As we talked with attorneys, accountants, and financial advisors during the 2023 year-end flurry of activity, a few topics stood out as especially relevant to advisors who regularly help their clients with charitable giving plans and work with the community foundation to do so.
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red elephant looking at blue donkey on American flag
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
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