Gift Planning
Blog
September 2023
70½ or Older? Use Your IRA Funds for Tax-Advantaged Giving
Charitable giving with retirement funds offers many tax advantages. Read more to learn about the benefits of annual and planned giving using IRA distributions.
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August Is National Make-A-Will Month—Is It Time to Create or Update Your Will?
Posted August 2023
If you have been considering creating or updating your will, now is the perfect time! Read more for helpful steps to ensure your will reflects your current personal and charitable goals.
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Do You Know the 6 Ways Your Assets Could Be Distributed?
Posted July 2023
There are six main ways to transfer assets through your estate, and five of them offer charitable opportunities. Read more for a detailed explanation of each.
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A Qualified Charitable Distribution May Reduce Taxes on Your Social Security Benefits
Posted June 2023
An IRA charitable rollover gift provides benefits you may already know about. Read more to learn how it could also reduce the taxable portion of your Social Security benefits.
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Why Now Is a Good Time to Make a Planned Gift with Appreciated Stock
Posted May 2023
Would you like to know the best way to make a tax-savvy charitable gift in the current market? Read more to learn about the benefits of giving appreciated stock.
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Next Steps
- Request a confidential conversation with a gift-planning
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