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For Professional Advisors

If you are working with a professional advisor or advising a donor, this guide may assist you with creating a charitable estate plan.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.

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