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Directory of Philanthropy Resources

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Philanthropic giving is an important aspect of many people's financial outlook-- and plans for a large gift or bequest inevitably impact their financial planning. The timing and nature of the gift can impact their tax implications, worth to the beneficiary, and legal constraints on the estate; these factors can outweigh even the choice of the philanthropy itself. In addition, the donor may seek advice on how to ensure the survival of their trust or foundation, how to enforce the terms under which the money is given, and related concerns.

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