Philanthropy and tax reform: The devil is in the details.
Discuss these with your clients who are considering charitable gifts.
Questions should be raised now with any charitable gift of life insurance.
Dec. 31 is the deadline for donations to count against this year's taxes.
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Dec 21, 2017
Turn year-end giving into a longer-term strategy.
Make sure your client and educational institutions are speaking the same language.
Spark a conversation with your clients about helping the needy.
A sample letter to donors.