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A collection of resources on financial wellness and estate planning for a financially resilient future.

 
 
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A New Opportunity for charities

For many charities, bequests and legacies left by donors (gifts left in Wills) provide a significant portion of their funding, and with a wealth transfer estimated in the trillions on the horizon, the potential impact is enormous with charities having a unique opportunity to tap into this potential source of funding.

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