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Philanthropic Planning

Receive the timely knowledge you need to help your clients leave a lasting legacy through philanthropic planning.

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23 Results
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Philanthropic Planning | Insights

How You Can Create a Philanthropic Legacy Without Being Ultra-Rich

December 01, 2020

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Philanthropic Planning | Insights

5 Ways Financial Advisors Help Charitable Giving

December 01, 2020

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Philanthropic Planning | On-Demand Webcasts

Knowledge & Network The Melton Case Study

November 13, 2020

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Philanthropic Planning | Insights

An Interview with Bob Pittman, CAP®

September 10, 2020

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Philanthropic Planning | On-Demand Webcasts

Virtual Knowledge & Network: The Riley Case Webcast

July 22, 2020

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Philanthropic Planning | On-Demand Webcasts

Donor-Advised Funds: From Passion to Lasting Impact

July 08, 2020

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Philanthropic Planning | On-Demand Webcasts

Impact Investing: How Will It Disrupt Your Work?

June 24, 2020

23 Results
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Philanthropic Planning | Insights

Advanced Practitioners Case Study

February 01, 2023

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Philanthropic Planning | Insights

Advanced Practitioners Faciliator's Guide to Using Case Studies

February 01, 2023

Three financial advisors walking together in the park
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Philanthropic Planning | Research

Mapping the Future of Philanthropic Advising

October 01, 2022

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Philanthropic Planning | Research

Philanthropic Advisors in the 21st Century

May 01, 2022