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For Jeanne Coleman, philanthropy has never been a question of whether to give. It is simply part of who she is. “I was raised by philanthropic parents. I can't remember a time that we didn't have a mission of giving.”
Many people want to approach their charitable giving thoughtfully, but that does not always make the process simple. One of the most common challenges donors face is feeling confident in their decisions.
As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors.