20 Charitable Planning Questions Clients Can Ask Over the Holidays in 2023
Submitted by American Endowment Foundation on November 14th, 2022By Ken Nopar, VP-Senior Philanthropic Advisor
This is an updated version of a column that first appeared in Think Advisor.
Families will celebrate the upcoming holidays together and, for many, it will be an opportunity to have meaningful conversations about charitable giving: for this year and beyond.