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Our significant growth in assets this past year has enabled our Board of Trustees to lower our annual fees for donor advised funds and family or business foundations. We believe our new fee structure will encourage continued growth without diminishing our personalized level of service to our fundholders and to the community.
Please get in touch with one of our philanthropic advisors for assistance.
“Charitable lead trust” is far from a household word, and you may not encounter the need for one very often in your practice. However, in the right client situations, they can be a valuable planning tool.
With graduation season coming to a close, hundreds of students in our community will be headed off to college in a couple of months—and many of your scholarship funds will soon be making awards to help students cover tuition and expenses.
For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are already familiar. That is not necessarily the case for many of your clients.
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