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Factors Impacting Charitable Gift Planning

Tax reform, as well as economic and demographic developments, have had an effect.

For those who advise clients on the charitable dimension of their estate and financial planning, the past year has been largely characterized by the gradual process of adjusting to changes brought about in the Tax Cuts and Jobs Act of 2017 (the Act). Important economic and demographic developments had both independent and related impacts on charitable gift planning as well.

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TAGS: Philanthropy
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