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Professional Advisor

Individuals who assist in planning and executing charitable giving through providing information on giving options according to one's specific financial situation. Types of professional advisors include: attorney, accountant, estate planner, financial planner, stockbroker, insurance broker, planned giving officer, philanthropy consultant.



 
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Payout Requirement
Philanthropy
Private Foundation
Proposal
Public Charity
Public Foundation
Regional Association of Grantmakers
RFP
Strategic Giving
Supporting Organization
Tax-Exempt Organizations
Technical Assistance
Trust
 
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