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Maroc Maroc - THEMONTREALERONLINE.COM - A La Une - 18/Sep 09:00

Decrypting DAFs (Donor Advised Funds)

Do you discuss philanthropy with your clients? Research shows that advisors who engage in discussions around giving with their clients bolster their business and increase client satisfaction by building a better, trust-based relationship, all while doing good in the community¹. Your clients have achieved financial success. Giving them a chance to express what they care […]

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