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Discussions and Questions/Answers I need more information about my client's charitable Gift Planning

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I need more information about my client's charitable Gift Planning

Kathy Manix over 4 years ago

What information do we have that I can share with my client regarding charitable gift planning? I have the following information below

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James Jordan over 4 years ago

Kathy Manix I can reach out to other team members to see what kind of information or resources we have
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Kathy Manix over 4 years ago in reply to James Jordan

James Jordan thank you! I appreciate it!
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Kathy Manix over 4 years ago in reply to James Jordan

James Jordan thank you! I appreciate it!
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