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Solve Three Common Year-End Giving Challenges for Your Clients - CapShift
https://capshift.com/article/solve-3-common-year-end-giving-challenges-for-your-clients/
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Year end is crunch time for financial advisors—clients are rushing to meet tax deadlines, finalize charitable contributions, and plan for the future. But what if you could help them do more than just check a box on their to-do list?
