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There Is Still Time to Plan for a Happy New Year with Tax-Smart Charitable Giving

Posted 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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Timing the Delivery of Your Year-End Gift to Ensure It Qualifies for a Charitable Tax Deduction

Posted 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.

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Celebrating National Estate Planning Awareness Week: October 21-27, 2024

Posted 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.

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How a Charitable Gift Can Help Rebalance Your Portfolio

Posted 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.

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National Make-A-Will Month: The Perfect Time to Create or Update Your Estate Plan

Posted 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.

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How Charitable Giving Leads to Meaningful Legacies

Posted 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.

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Three Questions to Ask Yourself to Ensure the Most Impactful Giving

Posted 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.

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How Did You Do on the Finance 1040 Final Exam?

Posted 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

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Two Simple Ways to Make Tax-Wise Charitable Gifts from Your IRA

Posted 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.

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How to Make the Most of the Type and Timing of Your Charitable Gift

Posted 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.

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Maximize Your Philanthropy and Minimize Your Taxes with a Charitable Trust

Posted 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.

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Planned Giving Possibilities: The New Year Is a Great Time to Review Your Options

Posted 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.

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Bunching Deductible Expenses This Year Can Ensure Greater Tax Savings for You

Posted 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.

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Two Ways to Give from Your IRA—Including a New Opportunity for 2023

Posted 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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