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Financial Advisor’s Perspective on Charitable Giving
Bret W. Hrbek, CFP®, ChFC®, CAP®, with Edward Jones, will share a financial advisor’s perspective on charitable giving and financial strategies that nonprofits should understand. The presentation will highlight how donors may incorporate charitable giving into their overall financial plans, what advisors consider when discussing philanthropy with clients, and how nonprofit professionals can better position themselves to communicate with and support donors throughout the giving process.