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August 2017
You Think You Don’t Need a Will? Here Are Six Reasons Why You Do—Including Charity
Is it truly necessary for us to have wills? My spouse and I own our home, cars, and bank and investment accounts in joint tenancy with right of survivorship, and we have ... -
July 2017
A Charitable Solution for Low Return on Your Investments
Investors find themselves engulfed in an economic climate that features historically low interest rates on fixed income investments. -
June 2017
IRA Rollover Can Reduce Tax on Social Security Benefits
Many donors are aware of the attractive benefits of the IRA charitable rollover—but one advantage that is not widely known is that it can reduce the portion of your Social Security benefits ... -
May 2017
Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s Future
One of the most tax-savvy moves a donor can make is to use appreciated stock to fund charitable gifts. -
April 2017
How Much of a Deduction Will Your Charitable Gift Generate? You Choose!
One of the most attractive benefits derived from charitable planning is the charitable deduction, which reduces the out-of-pocket cost of your generosity. -
March 2017
A Charitable Solution to an Unwelcome Surprise
You come home in early evening, open the front door, and you are met by fifty people singing “Happy Birthday” as lights flash from their cameras. This is a pleasant surprise... -
February 2017
Double Duty: A Gift to Charity and to Family
If you are like most people, deciding what to do with your assets is one of the most important decisions you face. -
January 2017
Six Ways to Transfer Assets
Eventually we all will give away everything we own, but we have a choice as to how to make those transfers. -
December 2016
Your Gift Can Teach Philanthropy to Your Children While Maintaining Their Inheritance
J. C. Penney once asked, “How can we expect our children to know and experience the joy of giving unless we teach them that the greater pleasure in life lies in the art of giving rather than ... -
November 2016
You Can Make a Gift to Charity and Recover Your Capital
You may know that if you itemize deductions, you recover some of the capital from a charitable gift. But you may not be aware ... -
October 2016
You Have Charitable Options for Your Required Retirement-Plan Distributions
For those of you who are at least 70½—and beginning this year there are more and more of you—you have reached the age at which required minimum distributions (RMD) must be taken ... -
September 2016
Overseas Travel Often Triggers Estate Planning
Nothing stimulates estate planning like a trip overseas. While a vacation trip within the continental United States may prompt people to review estate-planning documents ... -
August 2016
5 Reasons People Delay Making or Updating Their Wills
When people focus on their estate plans, they often discover that they are capable of providing for loved ones and charities to a degree they had not supposed. -
July 2016
Give Property Before It’s Too Late to Avoid Tax on Capital Gain
Sometimes a person approaches a charity with an inquiry like this: “I am in the process of selling some highly appreciated commercial real estate, and ...” -
June 2016
Ask Yourself These Four Questions When Planning a Charitable Gift
So you’ve decided to consider a charitable gift to our organization? You are to be commended for your desire to make a difference. -
May 2016
“Twilight Relationships” Require Careful Planning
More and more senior citizens who are widowed or divorced are establishing new “twilight relationships,” and if either partner has substantial assets ... -
April 2016
Four Easy Ways to Make a Future Gift Without Changing Your Will
You may be hesitating to make a gift to our organization because you don’t want to incur the expense of changing your will. -
March 2016
Charitable Gifts Can Help Reduce Estate Taxes
Many people worry that significant estate taxes will be due at death—and that these taxes could diminish inheritances or possibly even force the sale of a small business or family farm.