News for Professional Advisors

Case Study: Individually Managed Funds

He helped his clients realize important charitable tax benefits and he continues to manage the charitable assets in-house, ensuring the continuation of his clients’ long-term investment strategy. How one advisor put our Individually Managed Funds program to work.

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Are Your Clients Selling a Business?

Don’t miss the opportunity to advise your clients of the potential to realize significant tax benefits by donating a portion of their business interests to a donor advised fund.

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Engaging the Next Generation

Philanthropic planning is often an excellent way to involve the next generation. Bringing family members to the table increases the likelihood of keeping next-gen family members as clients. As you offer advice to your clients, learn how our most popular giving vehicle offers flexibility and benefits for your clients and their family members.

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