Benefits of Implementing Corporate Social Responsibility
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Advisor Blog, Featured
May 20, 2024
The Great Wealth Transfer presents opportunities and challenges for families and their professional advisor partners. The question is: is everyone prepared? First, the opportunities: if you are inheriting significant wealth, […]
Community Connector Monthly Newsletter
February 6, 2025
Stay informed and inspired with the latest edition of the CFAAC Community Connector. Discover news, impact stories, upcoming events, scholarship and grant opportunities, and expert insights for professional advisors.
Advisor Blog
February 3, 2025
In the wake of the devastating California wildfires that have ravaged communities around Los Angeles, many of your clients are understandably eager to provide assistance to those affected. This may […]
Advisor Blog
February 3, 2025
Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, including personal experience, a role as […]
Advisor Blog
February 3, 2025
Tax season is a great time to cover tax planning strategies for the current year and beyond. To help incorporate charitable giving topics into your tax season client conversations, we’ve […]