We appreciate the opportunity to work with so many of you as you build meaningful and tax-savvy charitable giving plans for your clients. The team at the SRCCF is here to be your first call anytime the topic of philanthropy pops up in your conversations. As always, we’re committed to keeping you up-to date on tax and legal developments related to charitable giving so that you can be even more confident in your recommendations to clients. Here are the topics that are rising to the top of the list as 2024 slips away into 2025
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