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Topic Index: Charitable Planning

The Very Versatile Disclaimer: A Guide to Its Use in Charitable Planning

By Gerald B. Treacy, Jr.

Originally Published in Planned Giving Today, October 1997

One of the most important tools in charitable planning is also among the least familiar to planned giving officers: the disclaimer. It is, in addition, one of the most versatile of all planning devices, and the depth of the potential for its use in the charitable arena, still largely unplumbed, is limited only by the […]

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