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Challenging Times for Philanthropic Planning

It’s now harder for some donors to know what and when to give and the best vehicle to use.

The past year has been another challenging one for those who advise clients who would like to make significant charitable gifts. Fundamental changes in tax considerations, economic developments and the shifting demographics of the United States continue to interact in ways that make it harder to know what to give, when to make a gift and the appropriate vehicle to use to best accomplish the donor’s intent.

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TAGS: Philanthropy
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