My Client, a Donor?

My Client, a Donor?

Six reasons that motivate people to make charitable gifts

As estate planners, we enjoy helping others to organize their thoughts and create plans to meet their present and future goals. Occasionally, this planning involves charitable gifts. Most attorneys ask their clients in the initial meeting whether there are any charitable organizations their clients wish to support in their wills. Either the attorney or the client might also broach the subject of lifetime charitable gifts. For example, a client on the bo

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TAGS: Philanthropy
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