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5 WAYS FINANCIAL ADVISORS HELP CHARITABLE GIVING - Learn More
THE ADVISOR’S ROLE IN HELPING CLIENTS WITH MEANINGFUL LIFE TRANSITIONS - Learn More
GLOSSARY OF LEGAL, CHARITABLE AND FINANCIAL TERMS
NACGP Standards for Gift Planning Success
MODEL STANDARDS OF PRACTICE FOR THE CHARITABLE GIFT
Local philanthropist Brian Rist shared what he has learned about philanthropy during the final luncheon of the 2022 season for The Planned Giving Council of Lee County at the Broadway Palm Dinner Theater on May 26, 2022.