Below are recent publications from Trust Analytics Group together with some helpful links. Please let us know if you have suggestions for additional information.
Update on Final and Proposed Regulations on “Supporting Organizations” under Section 509(a) of the Internal Revenue Code.
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Presentations / Speaking Engagements
American Council on Gift Annuities
Middlebury Group – Annual Conference
American National Red Cross – chapter conference
New England Association for Healthcare Philanthropy
Williams College Planned Giving Advisory Board
National Capital Gift Planning Council
Planned Giving Days Conference
Planned Giving Group of New England