The purpose of the Charitable Giving Organizer worksheet is to help your clients organize their charitable giving activities, and provide the advisor with a tool to learn more about the charitable giving priorities of clients or prospects.

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For more information

For more information on Women & Wealth, please contact Kathleen McQuiggan, Sr. VP, Global Women's Strategies, Pax World Management LLC at 617.480.9161 or by email below.

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