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Avoiding Common Charitable Planning Mistakes: A Guide for Advisors

A poorly executed charitable giving strategy can undermine the impact of your clients' gifts. Brush up on common mistakes clients make and learn what you should advise them to do instead.
David Haughton, JD
David Haughton, JD

05.24.23 in Wealth Planning & Investing

Estimated Reading Time: 2 Minutes (246 words)

an iPhone displaying a charitable donation on-screen

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