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

Sara Collins — Mon, 22 May 2023 22:40:36 GMT

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

Kathy Manix — Wed, 11 May 2022 17:24:51 GMT

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

Kathy Manix — Wed, 20 Jul 2022 14:08:06 GMT

James Jordan thank you! I appreciate it!

James Jordan — Wed, 20 Jul 2022 13:58:04 GMT

Kathy Manix I can reach out to other team members to see what kind of information or resources we have

Jane Kratz — Wed, 20 Jul 2022 13:53:22 GMT

Sara Collins that is correct, you can pass it along to me

James Jordan — Wed, 11 May 2022 17:23:36 GMT

I have a client who is interested in education, estate, and legacy planning. What information can I pass along to them?

Sara Collins — Wed, 20 Jul 2022 13:31:30 GMT

Hi James Jordan I will have to check but I believe you can pass it along to Jane Kratz

Jane Kratz — Wed, 11 May 2022 17:27:40 GMT

I have a client interested in is this account aggregation. What can I share with them?

Sara Collins — Wed, 11 May 2022 17:22:09 GMT

Hello! My client would like more information regarding family governance planning. Is there anything I can pass along? If so what?

James Jordan — Wed, 11 May 2022 17:23:55 GMT

We have a few options for your client, can we jump on a call to discuss?