BE INSPIRED. FOLLOW OUR GIFT-PLANNING BLOG.
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June 2019
Treating Children Equally but Not the Same (and How a Charitable Gift Can Help)
Parents can use a charitable remainder trust to adjust their bequests to fit the circumstances of each child. -
May 2019
You Can Make a Legacy Gift Without Changing Your Will
Four ways you can make a legacy gift to us without making any revisions to your will. -
April 2019
Thinking About a New Car? Consider a Different Kind of Vehicle—For a Planned Gift!
The many types of planned giving vehicles can provide tax advantages and other benefits specific to donors’ situations. -
March 2019
The Bell Lap of Life May Include a Legacy Gift to Charity
The final stage of life often inspires donors to make legacy gifts to charity. -
February 2019
Charitable Gifts Can Help Answer the Question: How Much Is Enough for Retirement?
Those concerned about their long-term financial future can still make gifts to charity. -
January 2019
You Can Address Charitable Goals and Care for Loved Ones at the Same Time
You can make a gift to us that also supports a loved one. -
December 2018
Many Donors Give Appreciated Property to Charity at Year-End—Even if They Aren’t Going to Itemize
Many donors have come to realize that long-term appreciated property is one of the best assets that can be used to fund charitable gifts. -
November 2018
Deciding How to Divide Your Estate Among Your Children—And Charities
There are difficult questions to answer when deciding how to divide one’s estate among children—and charity. -
October 2018
A Charitable Gift with Payments More Predictable Than a Box of Chocolates
Charitable remainder trusts are a way to make a gift to us and get payments in return. -
September 2018
It’s Back to School—And a Charitable Gift Can Help Pay for College
Parents and grandparents of college students can help them pay for their education and make a gift to us by setting up a charitable trust. -
August 2018
Accelerating Testamentary Gift Can Yield Major Savings
Following the passage of the Tax Cuts and Jobs Act (TCJA) at the end of 2017, philanthropic American taxpayers are facing steeper hills to climb in pursuit of estate-tax savings ... -
July 2018
A Charitable Gift Plan for Investors That Accomplishes Four Objectives
Charitable gifts of stock that can save capital-gain tax and accomplish several other objectives -
June 2018
8 Changing Life Circumstances That Should Prompt You to Take Action and Review Your Will and Estate Plan
A change in your family means it is time to review your will and estate plan. -
May 2018
The Season of Life, the Gift of Life Insurance
Your taxes are paid, the flowers are blooming, those April snow showers are a distant memory as spring takes full hold. -
April 2018
It’s Tax Filing Season: Did You Take Advantage of Financial and Charitable Strategies?
If March Madness describes the three-week college basketball tournament that ends April 2, then April Madness describes tax time. -
March 2018
So Where Are Your Most Important Estate-Planning Documents?
For most of us, encountering one of life's milestones prompts us to prepare a will—and we finally go through the process of assigning assets to our loved ones and charitable beneficiaries. -
February 2018
Six Steps to Getting Your Estate Plan in Order in the New Year
Sometimes things you don't address today can come back to haunt you tomorrow. -
January 2018
Booming Stock Market Creates Charitable Giving Opportunities
The stock market went on quite a run in 2017, up about 25% during the course of the year. Even more impressive, it essentially went straight up throughout the year, with very few minor dips ... -
December 2017
Take Advantage of the IRA Charitable Rollover for This Tax Year
The IRA charitable rollover has become one of the most popular ways to make gifts to charity, and many donors make IRA gifts in December as part of their year-end strategy to reduce taxes ...