Just City
Transforming local criminal justice policy so the system is fair for all people, regardless of wealth, race, or ethnicity
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The possibility of a sustained down market can influence how clients think about giving. A case study highlights how you can help clients during uncertain times.
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For clients transferring private foundations to a donor-advised fund, a thoughtful transition is essential to maintaining strong relationships and continued community impact.
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As charitable planning becomes more nuanced, your clients are increasingly falling into two distinct groups who require a tailored approach.