June 2025 Professional Advisors Newsletter Trending Topics 2

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As you work with charitable clients, you may discover that they’ve established a donor-advised fund at a national commercial provider. It’s easier than your clients (and you!) might think to transfer this donor-advised fund to a donor advised fund at the SRCCF, which offers the same tax benefits plus the benefits of local connection. Learn how it works, step by step, and we can help.

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