Gift planning insights to build a plan for your future
The Gift Planning Blueprints blog offers planning insights, charitable giving news and stories of inspiration to help you plan for your future.
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As the year draws to a close, we wanted to share some tax-savvy opportunities to maximize your charitable gifts. Of course, please check with your financial advisor regarding any gift options! Year-end giving strategies: And it’s never too early to think about next tax year! The IRS recently announced several tax updates for 2025. Qualified […]
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