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Philanthropic Planning Insights and Resources

Access expert philanthropic planning knowledge to help your clients leave a lasting legacy.

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34 Results
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Philanthropic Planning | Insights

Dien Yuen Joins the Be Giving Podcast

November 10, 2023

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Philanthropic Planning | Podcasts

Making an Impact Through Philanthropic Planning

By Joellen Meckley

November 18, 2024

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Philanthropic Planning | On-Demand Webcasts

Donor-Advised Funds: From Passion to Lasting Impact

July 08, 2020

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Philanthropic Planning | Insights

5 Ways Financial Advisors Help Charitable Giving

December 01, 2020

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Philanthropic Planning | Insights

How You Can Create a Philanthropic Legacy Without Being Ultra-Rich

December 01, 2020

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Philanthropic Planning | On-Demand Webcasts

Crisis in Ukraine–How Advisors Can Lead the Conversation

March 31, 2022

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Philanthropic Planning | On-Demand Webcasts

Inspiring Leaders in Philanthropy - Promoting Economic Mobility in Underserved Communities

April 01, 2021

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Philanthropic Planning | On-Demand Webcasts

Impact Investing: How Will It Disrupt Your Work?

June 24, 2020

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Philanthropic Planning | Insights

The Beach Jumper's Philanthropy Distribution System

July 26, 2021

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Philanthropic Planning | On-Demand Webcasts

The Kevin O' Connor Philanthropic Innovation Case Study

April 21, 2021

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Philanthropic Planning | On-Demand Webcasts

Impactful Philanthropy Via Recoverable Grants

March 07, 2022

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Philanthropic Planning | Insights

An Interview with Bob Pittman, CAP®

September 10, 2020

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Philanthropic Planning | On-Demand Webcasts

The Heart of What We Do: Settlement of Proceeds

August 17, 2020

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Philanthropic Planning | Insights

The Unexpected Adventures of a Philanthropy Book Club's Founder

July 26, 2021

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Philanthropic Planning | On-Demand Webcasts

Virtual Knowledge & Network: The Riley Case Webcast

July 22, 2020

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Philanthropic Planning | Insights

Family Philanthropic Journey: The Road Not Taken

By Timothy Belber

April 28, 2021