Gift-Planning Blog

The Importance of a Plan B: Alternative Gift Options to Ensure Your Goals Are Met
Posted April 2022

Do you have a “Plan B” for your charitable giving intentions? Read more to learn about three ways you can create a back-up plan to make sure your goals are achieved.

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Who Are the Three Primary Members of Your Charitable-Planning Team?
Posted March 2022

Did you know that charitable giving can be like a team sport? Read more to learn how to assemble the best team to help you achieve your philanthropic goals.

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Password Management: A Key Element of Estate Planning
Posted February 2022

How many passwords do you currently have? Have you ever had to have a password reset? Read more to learn why password management is an important part of any estate plan.

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3 Strategies for Letting Your Passion Guide Your Giving in 2022
Posted January 2022

Do you want to make the most of your charitable giving in the new year? Read more for three strategies to let your passion help guide your generosity.

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