Gift Planning
Blog
April 2018
It’s Tax Filing Season: Did You Take Advantage of Financial and Charitable Strategies?
If March Madness describes the three-week college basketball tournament that ends April 2, then April Madness describes tax time.
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So Where Are Your Most Important Estate-Planning Documents?
Posted March 2018
For most of us, encountering one of life's milestones prompts us to prepare a will—and we finally go through the process of assigning assets to our loved ones and charitable beneficiaries.
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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.
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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 ...
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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 ...
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Next Steps
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