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Don’t have an hour for the replay? We’ve summarized the highlights of this insightful presentation for you.

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From the current humanitarian crisis in Ukraine to weather-related events such as storms and wildfires, disaster emergencies can strike without much warning and leave in…

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We recently sat down with our Chief Legal Officer Jeffrey Haskell to have a timely conversation about The U.S. Treasury Department’s Greenbook for fiscal year…

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The following five ideas can help an established private foundation creatively meet its obligations in a difficult market environment.

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Philanthropy is important and meaningful to your wealthy clients, not simply as a smart tax strategy but as a way to invest in their families,…

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Research shows that more than 80% of your high-net-worth clients are likely to be charitably inclined and looking for philanthropic guidance. How do you optimize…