Gift Planning
Blog
September 2018
It’s Back to School—And a Charitable Gift Can Help Pay for College
Parents and grandparents of college students can help them pay for their education and make a gift to us by setting up a charitable trust.
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Accelerating Testamentary Gift Can Yield Major Savings
Posted August 2018
Following the passage of the Tax Cuts and Jobs Act (TCJA) at the end of 2017, philanthropic American taxpayers are facing steeper hills to climb in pursuit of estate-tax savings ...
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A Charitable Gift Plan for Investors That Accomplishes Four Objectives
Posted July 2018
Charitable gifts of stock that can save capital-gain tax and accomplish several other objectives
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8 Changing Life Circumstances That Should Prompt You to Take Action and Review Your Will and Estate Plan
Posted June 2018
A change in your family means it is time to review your will and estate plan.
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The Season of Life, the Gift of Life Insurance
Posted May 2018
Your taxes are paid, the flowers are blooming, those April snow showers are a distant memory as spring takes full hold.
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Next Steps
- Request a confidential conversation with a gift-planning
officer about gift plans or other options - Read about our donors and the gifts they've made
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