Philanthropic Planning | Insights
The Advisor's Role in Helping Clients with Meaningful Life Transitions
The following piece is taken from the August 2021 issue of Planned Giving Today, reprinted here with the publisher's permission. You can also read the full issue, try a free sample issue, or subscribe to Planned Giving Today at a special discounted rate using your Chartered Advisor in Philanthropy® (CAP®) program graduate or affiliate promo code.
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