Charitable Planning Desk Reference® for Advisors

The 4th edition of The Charitable Planning Desk Reference® for Advisors is now available. This unique resource was developed by Strategic Philanthropy, Ltd., for the legal and financial advisor community to advance their work with clients around their charitable intent and philanthropic priorities.

The Desk Reference is available free of charge to legal and financial services professionals only. Here’s a peek at what it includes.

Contact us for more information.