Deepen client relationships and differentiate yourself by incorporating philanthropy into your practice. This 18-page guide will help you turn your clients’ appreciated illiquid assets into tax smart charitable contributions.

You’ll gain:

• The ability to identify the best assets for contribution and the best giving strategy for your clients.
• Tips on minimizing your clients’ tax exposure through philanthropy.
• Ideas on how to maximize deductions.
• Ways to guide philanthropically-minded clients with valuable information.

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