| Charitable Planning Myths |
| Myth #1 Family is the first priority – Don't assume anything; make it part of the discussion. |
| Myth #2 Philanthropic Planning is only for the charitably inclined – Just because they have not donated before does not mean they would not be open to a "leaving a legacy" discussion. |
| Myth #3 Tax Deductions are the key motivator – Polls show that this is only a minor, additional incentive. |
| Myth #4 Charitable planning is just for the elderly – Data shows a high use of charitable planning tools by those under age 45 as well. |
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