Article Archive
January 2025
An Estate-Planning Team Can Help You Best Achieve Your Personal and Philanthropic Goals
Do you have a complete estate-planning team to help ensure you best achieve your goals? Read more to learn how each team member contributes to your legacy planning.
There Is Still Time to Plan for a Happy New Year with Tax-Smart Charitable Giving
Timing the Delivery of Your Year-End Gift to Ensure It Qualifies for a Charitable Tax Deduction
Celebrating National Estate Planning Awareness Week: October 21-27, 2024
How a Charitable Gift Can Help Rebalance Your Portfolio
National Make-A-Will Month: The Perfect Time to Create or Update Your Estate Plan
How Charitable Giving Leads to Meaningful Legacies
Three Questions to Ask Yourself to Ensure the Most Impactful Giving
How Did You Do on the Finance 1040 Final Exam?
Two Simple Ways to Make Tax-Wise Charitable Gifts from Your IRA
How to Make the Most of the Type and Timing of Your Charitable Gift
Maximize Your Philanthropy and Minimize Your Taxes with a Charitable Trust
Planned Giving Possibilities: The New Year Is a Great Time to Review Your Options
Bunching Deductible Expenses This Year Can Ensure Greater Tax Savings for You
Two Ways to Give from Your IRA—Including a New Opportunity for 2023
Celebrating 15 Years of National Estate Planning Awareness Week: October 16-22, 2023
70½ or Older? Use Your IRA Funds for Tax-Advantaged Giving
August Is National Make-A-Will Month—Is It Time to Create or Update Your Will?
Do You Know the 6 Ways Your Assets Could Be Distributed?
Next Steps
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officer about gift plans or other options - Read about our donors and the gifts they've made
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