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 the Community Foundation of Dunn County is happy to help you start the philanthropy discussion with clients; we understand that it’s not always easy, but it is so important.
Phone: 715-232-8019
Email: info@cfdunncounty.org