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May 2025 Newsletter
Your May Content. A note from Joe, the five w's (and one h) of CRTS, and making the move from private foundations.
April 2025 Newsletter
Your April Content. A note from Joe, weighing your clients' options, charitable gift annuities, and trust matters.
March 2025 Newsletter
Your March Content. A note from Joe, tax changes and the potential effects on philanthropy, and generational shifts.
February 2025 Newsletter
Your February Content. A note from Joe, tax time scenarios, and the love for local giving.
Top 10 Planning Strategies for 2025
Gulf Coast's top 10 planning strategies for 2025 developed to meet your clients' needs.
January 2025 Newsletter
Your January Content. A note from Joe, top 10 planning strategies for 2025, the legislative menu and charitable giving, and the positive effects of charitable giving.