Philanthropy / Non-Profit
Al Fry, MSFS, MSM, CLU®, ChFC®, RHU®, REBC® A national planning specialist for Lincoln Financial Group for more than 30 years, Al currently has his own consulting practice. alfry@e-csi.com
What’s the big deal? In the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 recently enacted, Qualified Charitable Distributions (QCDs), which expired December 31, 2009, were extended for 2010 and 2011. T Read More >
Jerry Borrowman, MSFS, CLU®, ChFC®, CAP®, LUTCF Director of Advanced Markets for the Penn Mutual Life Insurance Company at Cambridge Financial Center in Salt Lake City, Jerry is also a member of The American College Alumni Association Advisory Board of Directors.
Learn how to make the most out of your monetary gifts Read More >
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