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Aug 2022 - Professional Advisor Newsletter
>
BACK TO BASICS: REMINDING CLIENTS ABOUT WILLS, TRUSTS, AND CHARITABLE BEQUESTS
Summer legislative updates–and looking ahead to sunsets
FARMS, TAX PLANNING, AND FUNDING A FAMILY LEGACY
Sept 2022 - Professional Advisor Newsletter
>
HIGHLY-APPRECIATED STOCK: IF YOUR CLIENT MISSED THE IDEAL WINDOW, IT’S STILL NOT TOO LATE TO SUPPORT CHARITY
THE “I’S” HAVE IT: TWO KEY TOPICS FOR CLIENT MEETINGS
INHERITED IRAS: BIG HEADACHE, OR BIG OPPORTUNITY?
Cryptocurrency: What if your clients own it and you don’t think they should?
Donor Newsletter
>
KEEPING TRACK OF YOUR CHARITABLE DONATIONS IS MORE IMPORTANT THAN EVER
HERE’S WHAT TO KNOW BEFORE GIVING MONEY TO A NEW NONPROFIT
HOW TO GROW YOUR CHARITABLE GIVING BY BUNDLING TAX SAVINGS
DONATE
Fund Login
ACCESS MY FUND
Home
About
Board of Directors
Connect
Financials
News
Partners
Impact
Brink Impact Fund
Children's Holiday Fund
COVID 19
Give Local 757
Grants
Impact 100
Leadership Society
Legacy Society
PCF Initiatives
>
Early Childhood
Homelessness
Neighborhoods
Scholarships
Funds
Agency
Corporate
Designated
Donor Advised
Employee Assistance
Legacy
>
Types of Funds
Aug 2022 - Professional Advisor Newsletter
>
BACK TO BASICS: REMINDING CLIENTS ABOUT WILLS, TRUSTS, AND CHARITABLE BEQUESTS
Summer legislative updates–and looking ahead to sunsets
FARMS, TAX PLANNING, AND FUNDING A FAMILY LEGACY
Sept 2022 - Professional Advisor Newsletter
>
HIGHLY-APPRECIATED STOCK: IF YOUR CLIENT MISSED THE IDEAL WINDOW, IT’S STILL NOT TOO LATE TO SUPPORT CHARITY
THE “I’S” HAVE IT: TWO KEY TOPICS FOR CLIENT MEETINGS
INHERITED IRAS: BIG HEADACHE, OR BIG OPPORTUNITY?
Cryptocurrency: What if your clients own it and you don’t think they should?
Donor Newsletter
>
KEEPING TRACK OF YOUR CHARITABLE DONATIONS IS MORE IMPORTANT THAN EVER
HERE’S WHAT TO KNOW BEFORE GIVING MONEY TO A NEW NONPROFIT
HOW TO GROW YOUR CHARITABLE GIVING BY BUNDLING TAX SAVINGS
DONATE
Fund Login
