As you read up on techniques to structure philanthropy plans for your high-net worth clients, we recommend reviewing the potential impact of the estate tax exemption sunset, as well as making sure you’re one of just half of advisors (!) who are truly helping their clients with charitable giving in the first place. The team at Kitsap Community Foundation is happy to help you start the philanthropy discussion with clients; we understand that it’s not always easy, but it is so important.
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