NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Have you considered the importance of incorporating charitable giving and impact investing as part of a holistic approach to financial planning? Sure, there are tax benefits to philanthropic activities, but actively pursuing these avenues can pay big dividends for your clients and your firm.
Foundations across the U.S. and globally are increasingly looking to use their endowments to achieve social or environmental goals.
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