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June 2021
When Considering a Charitable Gift, Ask Yourself These Four Questions
How much should you give? When? To which charities? With what assets? Find out what you should consider when answering these four key questions. -
May 2021
“I’m Booked!” The Optimism of George Burns Can Help You Complete Your Estate Plan
Estate-plan procrastination is common among Americans, but George Burns’ optimistic look at the future can serve as inspiration. -
April 2021
Spring, and Every Other Season, Can Inspire Your Charitable Giving
What inspires your charitable giving? This article shows how each season of the year may inspire you. -
March 2021
It’s Almost Spring - Time for “Spring Cleaning” of Your Charitable and Estate Plans
Here are some suggestions for your spring to-do list, including looking at your estate plan and your charitable plans. -
February 2021
Payback: We Like to Help the Charities That Helped Us—And Sometimes We Can Benefit Again
Our sense of fair play inspires us to “pay back” the organizations that have supported us—and our gift can have tax benefits. -
January 2021
Where There’s a Will, There’s More Than One Way to Be Charitable
Your will is the best way to express your future wishes, including about the causes you hold dear. -
December 2020
The Giving Season Is a Great Time to Establish Your Charitable Legacy
Your legacy includes the virtues you practice and the wealth you leave to others. -
November 2020
Choosing the Right Asset to Give to Charity at Year-End
You can make your year-end charitable gift with cash, of course, and that is quite common. But you might also want to consider using other assets because of the many potential benefits. -
October 2020
Charitable Gifts That Make Sense When Interest Rates Are Low
You can make a charitable gift in this low-interest environment that provides you a stream of income—or returns part of the gift to you. -
September 2020
Maximizing Your Charitable Impact
You can make a gift that is partly used now and partly used later, resulting in maximum benefit to your favorite cause. -
August 2020
How Your Giving Shows Gratitude for the Help You Have Received
Your charitable giving is the act of making deposits in the life banks of other persons in gratitude for the deposits made in your account. -
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.
