5 Steps to Building an Impactful Charitable Giving Plan
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Supporting worthwhile organizations and causes through charitable giving is a goal many clients share in their personal financial plans. Perhaps you’re interested in gifting around…
The Benefits of Using a Donor Advised Fund for Your Charitable Donations
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CCMI’s Matt Ryan, CFA, CFP®, recently provided insight to the San Diego Ronald McDonald House regarding Donor Advised Funds (DAFs), their many tax benefits, and…
