BE INSPIRED. FOLLOW OUR GIFT-PLANNING BLOG.
-
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 ... -
November 2017
Five Ways to Make a Charitable Gift with Retirement Funds
Our donors often ask if they can make a charitable gift to support our work with some of their retirement funds. -
October 2017
Three Tips on Timing Your Year-End Charitable Gift
Now that the leaves are falling, it’s high time to think about your year-end charitable gifts—and to make sure that you time them to your best advantage. -
September 2017
Your Charitable Giving Can Continue Indefinitely
Many of our friends tell us how meaningful it is to them to be able to support our work with their financial gifts each year—and say that they wish their support could continue ... -
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.