Articles from November, 2017

The Benevolent Barista: The Art of Concocting, Crafting and Refining Donor Advised Funds and Charitable Gift Agreements

By Megan Sanders

When a client comes to your office announcing their desire to make a gift to ABC charity for the building of a new park, the high school’s new stadium, or for the relief efforts after a tragic natural disaster, where do you start on reducing that intent to paper?

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