Now, before the time comes to start playing your favorite holiday music, what are you doing for year’s end when it comes to fundraising? The end of the year is an incredibly important time for fundraising, as many people prefer to make year-end, tax-deductible gifts. Do you have a plan? Are you executing your plan? When is it too late? In this episode, Dan Rahill will help answer these and other questions. Dan is a Managing Director for Wintrust Wealth Management and an expert on these matters.
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The opinions presented are those of Dan Rahill of Wintrust Investments and not by any affiliated or contracted research department. Observations and views may change at any time without notice. Information and opinions presented have been obtained or derived from sources believed to be reliable, however, there is no guarantee as to their accuracy or completeness. Wintrust accepts no liability for loss arising from the use of this information. While this information may answer some questions, it is not intended to be a comprehensive analysis of the topic. In addition, such information should not be relied upon as the only source of information, competent tax and legal advice should always be obtained.
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