Featured Book: MASTER Your Philanthropy
Help your clients create a charitable giving plan that both meaningfully supports their cause and complements their overall wealth management strategy in a tax-effective manner. KBR readers receive $5 off if they order before December 17.
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You don't have to be a millionaire to be a philanthropist. People can give substantial sums through insurance or other financial structures if something is really important to them. This book is a must read for anyone who is thinking about developing a strategic plan for their philanthropy and for the financial advisors who support these individuals.