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Planning Update - Friday, October 14, 2022
Manage episode 344477482 series 3358692
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Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Eric Lalime, Managing Director, to discuss various ways to understand and navigate the world of charitable giving. Donation topics include: cash, Appreciated Securities, Bunching, Privately held stock, Donor Advised Stocks (DAFs), Qualified Charitable Distributions (QCDs), Charitable Trusts, private foundations and gifting artwork.
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