A total of 250 professional advisors in the U.S. were surveyed in 2019, including financial advisors, certified public accountants (CPAs), and attorneys, but the data analysis focused on data from 175 advisors with assets under management of $25 million or more, FIdelity Charitable said.
American Donors Need To Use More Strategy, Fidelity Charitable Says
June 12, 2019
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