Question: 1 ) Recap Gina and George's objectives. 2 ) What charitable giving strategy do you recommend for their annual giving objective? How does the strategy
Recap Gina and George's objectives.
What charitable giving strategy do you recommend for their annual giving objective? How does the strategy work?
What are the advantages and disadvantage of the annual giving approach you recommended.
What charitable giving strategy do you recommend to help them meet their estate giving goal? How does the strategy work?
What are the advantages and disadvantages of the estate giving approach you recommended.
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