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For Advisors

Events will take place online unless otherwise indicated.

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Past Events

Jan 11, 2022

How to Support Your Clients’ Giving: Current Trends in Affluent Philanthropy

Nov 10, 2021 - Nov 10, 2021

A Legacy with Impact: Applying a Social & Racial Justice Framework to Estate Planning

Jun 30, 2021

Donor Advised Funds: The Swiss Army Knife of Gift Planning

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