BlogPrevious PostsAlphabet Soup and Timing: 70½, IRA, 108, QCD, 73, RMD, 25 Do you know how to ensure tax benefits and maximum impact from your IRA charitable rollover? Read more to learn how to best time your gifts and much more.
Three Strategic Giving Options in Times of Market Volatility Even in times of economic uncertainty, there are tax-smart giving options for the charitably minded. Read more to learn how to maximize your philanthropy in a volatile market.
Petunias, Tulips, and Philanthropy: Annual and Perennial Ways to Make a Charitable Impact Have you ever considered how annual and perennial flowers are like annual and planned charitable giving? Read more to learn ways you can support our mission now and in the future.
Things Your Tax Return Wants You to Know About Tax-Smart Charitable Giving Opportunities Did you know that your tax return may help identify future options for charitable giving? Read more to learn about three tax-smart philanthropic opportunities.
Three Strategies for Letting Your Personal Passions Help Fulfill Your Charitable Goals 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 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 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 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.
Timing the Delivery of Your Year-End Gift to Ensure It Qualifies for a Charitable Tax Deduction 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 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 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 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 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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