2020 giving, Advisors, Taxes

How the CARES Act helped Amy Carson give $600k more

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Stories for advisors
5 generosity strategies to discuss with your clients NCF When COVID-19 hit, it became very clear that people who had donor-advised funds (Giving Funds) were ... Advisor mental health and wellness hacks: A holistic perspective Financial Advisor The coronavirus pandemic has renewed our focus on how physical, mental, and financial health all interconnect. ... Advisors: Help your clients give away more of their money Financial Planning Yes, really. Even now. For high-net-worth clients, there are few sources as trusted as financial advisors ...
Stories for advisors
5 generosity strategies to discuss with your clients NCF When COVID-19 hit, it became very clear that people who had donor-advised funds (Giving Funds) were ... Advisor mental health and wellness hacks: A holistic perspective Financial Advisor The coronavirus pandemic has renewed our focus on how physical, mental, and financial health all interconnect. ... Advisors: Help your clients give away more of their money Financial Planning Yes, really. Even now. For high-net-worth clients, there are few sources as trusted as financial advisors ...

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