BE INSPIRED. FOLLOW OUR GIFT-PLANNING BLOG.
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July 2020
Giving Thoughtfully ... and Strategically
Your gift can benefit you as well as our organization. -
June 2020
The Virtual Endowment
You can create an endowment now but maintain control of your principal and fully fund the endowment later. -
May 2020
The Extension of the Income-Tax Filing Deadline Provides Opportunities for Planning
There is one opportunity to reduce taxes in this year’s extended return and other opportunities to plan for next year’s return. -
March 2020
After the Career March, You Can Play a New (Charitable) Tune
Life after retirement often includes volunteering and planning legacy gifts. -
February 2020
Start Reducing This Year’s Taxes Now: Six Strategies (Some Charitable) That You Can Take
Did you know you can reduce your taxes and support our mission at the same time? Here are several ways. -
January 2020
A Great Resolution: Give Your Time, Talent, Treasure
There are many ways to plan your gift so that it best matches your circumstances. Here are four popular methods. -
December 2019
Time to Review Your Portfolio and Plan Year-End Charitable Gifts
Now is the time to evaluate your stock holdings and create your year-end action plan. Here are four steps to consider. -
November 2019
Charitable Provisions in Your Will? Giving During Lifetime May Yield Greater Tax Savings
If you are planning a charitable bequest, you may want to consider accelerating your plans in order to realize substantial income-tax savings. -
October 2019
You Can Get Tax Benefits from Charitable Gifts Whether or Not You Itemize Deductions
Your gift to us can save taxes in three different ways—even if you plan to take the standard deduction. -
September 2019
You Likely Need an Estate-Planning Team to Meet Your Financial, Charitable, and Personal Objectives
Your estate-planning team may include half a dozen professionals—including us! -
August 2019
Giving in the United States (Including by Bequest): You’re in Good Company
The Giving USA 2019 report found that Americans gave almost $40 billion in charitable bequests last year. -
July 2019
Like Graduation, a Charitable Gift Is a “Commencement”
A charitable gift is a beginning—for the donor, for the organization, and for those who benefit from the gift. -
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.
