Comment & Analysis
The Gift That Keeps On Giving – How Philanthropy Can Strengthen Client Relationships
Giving season is squarely upon us, and during this time, many high-net-worth individuals look to make a meaningful impact while maximizing tax benefits—especially with nearly a third of annual giving occurring in December. Yet, an Edward Jones report shows that only 23% of adults discuss charitable giving with their financial…
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Click here to read the full story: Forbes