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Timing the Delivery of Your Year-End Gift to Ensure It Qualifies for a Charitable Tax Deduction
November 2024
Do you know the IRS delivery rules to ensure a year-end charitable gift qualifies for a tax deduction? Read more to find out and to learn about three smart giving opportunities.
Celebrating National Estate Planning Awareness Week: October 21-27, 2024
October 2024
This month we celebrate National Estate Planning Awareness Week. Read more to learn why having a complete estate plan is so important and for tips on what your plan should include.
How a Charitable Gift Can Help Rebalance Your Portfolio
September 2024
Is it time to rebalance your portfolio? If so, read more to learn tax-smart ways you can make a gift that meets both your financial and charitable goals.
National Make-A-Will Month: The Perfect Time to Create or Update Your Estate Plan
August 2024
Does your will accurately reflect your current circumstances and objectives? Read more to learn about the importance of creating or reviewing your estate plan.
How Charitable Giving Leads to Meaningful Legacies
July 2024
How do you want to be remembered? Read more to learn how your generosity can create a meaningful legacy that endures beyond your lifetime.
Three Questions to Ask Yourself to Ensure the Most Impactful Giving
June 2024
There are three questions you should ask yourself as you contemplate your charitable giving this year. Read more to learn how to maximize the impact of your gift.
How Did You Do on the Finance 1040 Final Exam?
May 2024
Did you know that you can reduce your taxes by being more intentional with your charitable planning? Read more for tax-wise giving options to consider this year
Two Simple Ways to Make Tax-Wise Charitable Gifts from Your IRA
April 2024
Giving from your IRA benefits you, your loved ones, and your favorite charitable organizations. Read more to learn about two easy, tax-wise ways to give.
How to Make the Most of the Type and Timing of Your Charitable Gift
March 2024
There are several factors to consider when choosing the timing and type of gift that best matches your circumstances. Read more to learn how to optimize your charitable giving.
Maximize Your Philanthropy and Minimize Your Taxes with a Charitable Trust
February 2024
Do you want to learn how to maximize your giving through the creative use of charitable trusts? Read more for strategies about making timely adjustments to your trust portfolio for that purpose.
Planned Giving Possibilities: The New Year Is a Great Time to Review Your Options
January 2024
The new year brings new opportunities to plan for the future of your loved ones and favorite causes. Read more for a review of four easy and tax-smart charitable giving options.
Bunching Deductible Expenses This Year Can Ensure Greater Tax Savings for You
December 2023
Do you know the benefits of “bunching” your deductible expenses into a single year? Read more to learn about this tax-savvy giving strategy for the charitably minded.
Two Ways to Give from Your IRA—Including a New Opportunity for 2023
November 2023
Have you heard about the new way to make a charitable gift from your IRA and receive income for life? Read more to learn about this new opportunity for 2023.
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