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5 Giving Strategies for Sophisticated Investors

These advanced tax and investment strategies can enhance your client's philanthropy
November 14, 2023October 24th, 2025No Comments
When most high-net-worth individuals engage in charitable giving, they do so primarily through cash donations to nonprofit organizations. However, they may be overlooking opportunities to extend their charitable capital and make their gifts even more impactful.

5 Giving Strategies for Sophisticated Investors

Issued by Foundation Source, November 2023

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