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Hear from Julia Trivisonno, a Senior Vice President and Key Private Bank Market Leader, on how applying financial psychology is critical to a person’s money mindset and the behaviors that follow, especially with charitable giving considerations.

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Learn how Jeff Knauss and his wife use their donor-advised to engage their children in their philanthropy by participating in the decision-making process around where they direct support and where they volunteer their time.

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Hear from Pragya Murphy, MBA, CAP®, Senior Philanthropic Advisor, on you can help your clients leverage potential future liquidity events to support the community causes they care most about.

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Hear from Jan Lane, CAP®, Senior Philanthropic Advisor, about the three key provisions affecting philanthropists in the new SECURE 2.0.

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William Davies, Attorney at Davies Law Firm, P.C., explores how the New York Statutory Power of Attorney affects charitable giving.

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Updated forecasts suggest that U.S. households will transfer more than $84 trillion over the next quarter century. For advisors, this transition continues to signal major planning opportunities as more baby boomers turn their attention to retirement and estate planning. But how will this impact us...

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In anticipation of Professor Hoyt’s upcoming appearance in October, we’re sharing a few teasers from his presentation.

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Our SRI investment pool seeks to support, promote and advance the values and impact areas embodied in our mission and vision.

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For tax planning purposes, changes in residency status for snowbirds or those with dual residences can lead to additional scrutiny to determine a taxpayer’s “domicile” (permanent and principal home), but it needn’t mean severing all ties with the place they called home for much of...

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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.