Category Uncategorized Planned Giving for High Net Wealth Prospects jgudema September 16, 2019 If you have ever worked with (as an adviser, fundraiser, or whatever) a high net... Tags Donald Trump Tax Plans, estate planning, estate taxes, High net wealth, HNW, tax planning, Trump Tax Plan Read More Category Research, Uncategorized Giving Gap (Fidelity high net wealth survey) – What can we learn? jgudema December 14, 2016 Fidelity came out earlier this year with a very interesting survey entitled The Giving Gap... Tags Fidelity, Giving Gap, High net wealth Read More
