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The Bell Lap of Life May Include a Legacy Gift to Charity
Posted March 2019

The final stage of life often inspires donors to make legacy gifts to charity.

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Charitable Gifts Can Help Answer the Question: How Much Is Enough for Retirement?
Posted February 2019

Those concerned about their long-term financial future can still make gifts to charity.

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You Can Address Charitable Goals and Care for Loved Ones at the Same Time
Posted January 2019

You can make a gift to us that also supports a loved one.

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Many Donors Give Appreciated Property to Charity at Year-End—Even if They Aren’t Going to Itemize
Posted December 2018

Many donors have come to realize that long-term appreciated property is one of the best assets that can be used to fund charitable gifts.

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Deciding How to Divide Your Estate Among Your Children—And Charities
Posted November 2018

There are difficult questions to answer when deciding how to divide one’s estate among children—and charity.

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A Charitable Gift with Payments More Predictable Than a Box of Chocolates
Posted October 2018

Charitable remainder trusts are a way to make a gift to us and get payments in return.

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It’s Back to School—And a Charitable Gift Can Help Pay for College
Posted September 2018

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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It’s Tax Filing Season: Did You Take Advantage of Financial and Charitable Strategies?
Posted April 2018

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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