By
Marc Sheridan
and Don Tolep
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One of the most important things an advisor can bring to the table is the ability to explain complex financial concepts in simple English.
For example, here’s one way of explaining alternatives to a donor:
Let’s say you have Elsie the cow in your backyard, and you’re interested in helping others by giving a gift to your favorite charity. While there may be combinations, you basically have three options:
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Marc Sheridan
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Don Tolep
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