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Gift Planning Trends Seen by Advisors
Presenters: Arundel Gibson, MBA, MFA-P, Joel Bray, CFP, CLU, MFA-P, Candice Jay, CIM, FCSI, MFA-P
Join Arundel Gibson, Joel Bray and Candice Jay as they discuss what they have seen in the world of gift planning and how they work with Charities and Clients on making a larger impact in the community.
Originally broadcast on September 27, 2023
