Publicaciones
"Me di cuenta de que la gente de esta comunidad era la misma que me ayudó a construir el negocio y a tener éxito económico, por lo que supe que tenía que devolver algo a la comunidad que tanto me había ayudado".
Whether your clients are interested in making an immediate impact or planning to leave lasting gifts to charity and/or heirs, there are several strategies that make the IRA an ideal charitable giving vehicle.
In anticipation of Dr. James’ upcoming presentation for professional advisors in October, and to provide a glimpse into the minds of your charitable clients, we’re sharing four key takeaways from his research.