Quiet Types: Spotting Clients Who Prefer to Give Anonymously
As you continue (or begin) conversations about charitable giving with your clients, one important question often arises: How would your clients like their giving to be acknowledged and recognized?
Charitable remainder trusts: What, where, who, why, when, and how?
What is a Charitable Remainder Trust (CRT)? For many attorneys, CPAs, and financial advisors, CRTs can be a powerful solution for the right client. Here's everything you need to know.
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