Giving gains traction – and closes in on 2007 record
Charitable donations seen as a win for clients and advisers.
Every Thanksgiving, Bert Whitehead, a financial planner of 42 years and president of Cambridge Connection in Franklin, Mich., and his family sit around the dinner table and one by one name a charity they want to give to and why. Then they go over to the computer and plug in the names of those charit
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