Understanding Prohibited Investments of Charities and Charitable Trusts
What every wealth management professional and charitable entity must understand about permissable, taxable, unwise and prohibited investments for charitable organizations and charitable trusts. If you are a financial institution, hedge fund, insurance company, investment and insurance advisor, financial planner, trusts and estate attorney or accountant, you’ll need to understand these rules.
This event took place on April 5, 2016 .
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