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Advisor Managed Accounts

Play a part in managing a donor advised fund’s investments from the first dollar.

Find out More about Advisor Managed Accounts
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Charitable Giving & Taxes

Here’s what you need to know this year for your client’s charitable giving and taxes.

Explore Charitable Giving & Tax Info
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Non-Cash Charitable Contributions

Donor advised funds can accept donations of real estate, business interests, and other assets.

Expand your Client's Generosity

Discover our latest charitable planning tools and tips to maximize your client’s generosity.