Page Title


Six Steps to Getting Your Estate Plan in Order in the New Year

Posted February 2018

Sometimes things you don't address today can come back to haunt you tomorrow.

Read more »

Share This Post: 

Booming Stock Market Creates Charitable Giving Opportunities

Posted January 2018

The stock market went on quite a run in 2017, up about 25% during the course of the year. Even more impressive, it essentially went straight up throughout the year, with very few minor dips ...

Read more »

Share This Post: 

Take Advantage of the IRA Charitable Rollover for This Tax Year

Posted December 2017

The IRA charitable rollover has become one of the most popular ways to make gifts to charity, and many donors make IRA gifts in December as part of their year-end strategy to reduce taxes ...

Read more »

Share This Post: 

Five Ways to Make a Charitable Gift with Retirement Funds

Posted November 2017

Our donors often ask if they can make a charitable gift to support our work with some of their retirement funds.

Read more »

Share This Post: 

« View Previous Posts »


Next Steps


© Pentera, Inc. Planned giving content. All rights reserved.

Your giving creates a lasting legacy.

Make a Planned Gift