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September Newsletter

2026

Season is just around the corner, which means we have a few more weeks of calm before the storm, no pun intended. As the community is preparing for a season of events, galas, and donor meetings, no doubt you are bracing for your own year-end rush of planning opportunities with clients.

In this edition:

  • Estate Planning: Beyond the One Magic Sentence
  • Giving Government Securities: The Larger Lesson

We look forward to helping you and your clients turn charitable intentions into thoughtful plans throughout the busy fall planning season ahead.

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