THE LEAFLET
Practical resources for inheritors
All the inheritance, financial planning, investing, and philanthropic news you need to know
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Tax Efficient Charitable Giving
Exploring easy ways to continue or increase your charitable giving while taking advantage of common tax benefits.
(5 minute read)
New Journey, New Mission
Reflections on my own journey to the realization that wealth creates an opportunity and obligation to give back.
(3 minute read)