What’s Your End-of-Year Strategy for Planned Gifts of Assets?
sgEngage
OCTOBER 23, 2024
He was a donor to one of our charity clients and we had talked about the possibility of gifting assets to reduce or eliminate tax liability. Listen for Opportunities When you visit with your donors, be sure to listen and actively respond to what is happening in their lives. How, then, should you talk about year-end gifts of assets?
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