Knowledge & Network The Melton Case Study
A case study in how to identify when strategic grant making advice is needed.
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November 13, 2020
Advice on grant-making for philanthropic impact is often missing in financial planning, even when philanthropy is a big part of a client's estate plan. Join The College's CAP® program director Phil Cubeta for a session that can give you the knowledge you need to identify when strategic grant making advice is needed, or when to reach out to specialists to help provide advice.
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