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Nearly Half of Advisors Report Clients Adjusted Their Charitable Giving Strategy in Response to Tax Reform

Jun 12, 2019 - Business Wire

The Tax Cuts and Jobs Act signed in December 2017 overhauled the American tax code. It also altered how advisors are thinking of charitable giving and bringing philanthropy into conversations with clients. Fidelity Charitable®, an independent public charity and one of the nation's largest grantmakers, released today a survey revealing how post-tax reform, advisors are increasingly embracing and promoting charitable strategies to their clients.

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