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Articles tagged "estate plan"

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Benjamin Pierce: Jim names a donor-advised fund as charitable beneficiary to his assets because his goal is to keep heirs involved in philanthropy.

Strategic philanthropy: Exactly how to bequeath your values -- not taxes -- to the next generation

A case study illustrates how charitable impact and tax relief for family members are not mutually exclusive -- and may point the way to keep heirs on the true altruistic path

March 5, 2014 at 6:54 PM

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