BlogCurrent Featured Post Celebrating National Estate Planning Awareness Week: October 19-25, 2026 Are you interested in creative ways to ensure that your estate plan effectively meets your personal and charitable goals? Read more to explore some tax-smart options. Planning with Stocks: Use Your Charitable GPS to Find the Exit Ramp to Savings September 2026 Whether or not the value of your stocks and securities has grown, you can use them to fund charitable gifts and realize tax benefits. Read more to learn about three tax-savvy options. National Make-A-Will Month: The Perfect Time to Create or Review Your Will August 2026 Do you have a will that reflects your current personal and charitable goals? If not, now is the time to act! Read more for answers to four key questions about creating your will. What Types of Assets Can You Give to Support Your Favorite Charities? July 2026 What are the best types of assets to give to support the causes that mean the most to you? Read more to explore your options for tax-smart charitable giving. How to Leave a Charitable Legacy and Provide for Adult Children with Your IRA June 2026 It is possible to use IRA assets to provide for both loved ones and your favorite charitable causes. Read more to learn about the most tax-advantaged ways to arrange your gifts. © Pentera, Inc. Planned giving content. All rights reserved. |