Are your clients thinking about engaging in charitable giving this holiday season? Click here to get the tools you need!
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Year-End Philanthropy Special Report Explore how you can help focus your clients' philanthropy while building your businesses AdvisorOne presents a Year-End Philanthropy Special Report loaded with informative articles, videos, slideshows, free online tools and philanthropy best practices reporting to help you advise your clients on engaging in charitable giving. Click here to get the latest news and research findings on donor advised funds, smart tax planning and more! Exclusive philanthropy coverage includes:
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