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April 2025
Things Your Tax Return Wants You to Know About Tax-Smart Charitable Giving Opportunities
Tax Day, April 15, 2025, is right around the corner. For those who have already filed their taxes, the die is cast for 2024.
Three Strategies for Letting Your Personal Passions Help Fulfill Your Charitable Goals
March 2025
Do you want to learn more about making the most of your charitable giving? Read more for three strategies to let your passion help guide your generosity.
Three Smart and Simple Ways to Make a Charitable Gift from Your IRA
February 2025
Have you considered these easy ways to support our mission with tax-wise gifts from your IRA? Read more to learn about three popular ways to give.
An Estate-Planning Team Can Help You Best Achieve Your Personal and Philanthropic Goals
January 2025
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
December 2024
Did you know there is still time to take advantage of powerful year-end charitable planning strategies? Read more to learn how these gifts could also generate tax savings.
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