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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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Five Ways to Make a Charitable Gift with Retirement Funds
Posted November 2017

Our donors often ask if they can make a charitable gift to support our work with some of their retirement funds.

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Three Tips on Timing Your Year-End Charitable Gift
Posted October 2017

Now that the leaves are falling, it’s high time to think about your year-end charitable gifts—and to make sure that you time them to your best advantage.

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Your Charitable Giving Can Continue Indefinitely
Posted September 2017

Many of our friends tell us how meaningful it is to them to be able to support our work with their financial gifts each year—and say that they wish their support could continue ...

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You Think You Don’t Need a Will? Here Are Six Reasons Why You Do—Including Charity
Posted August 2017

Is it truly necessary for us to have wills? My spouse and I own our home, cars, and bank and investment accounts in joint tenancy with right of survivorship, and we have ...

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A Charitable Solution for Low Return on Your Investments
Posted July 2017

Investors find themselves engulfed in an economic climate that features historically low interest rates on fixed income investments.

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IRA Rollover Can Reduce Tax on Social Security Benefits
Posted June 2017

Many donors are aware of the attractive benefits of the IRA charitable rollover—but one advantage that is not widely known is that it can reduce the portion of your Social Security benefits ...

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Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s Future
Posted May 2017

One of the most tax-savvy moves a donor can make is to use appreciated stock to fund charitable gifts.

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How Much of a Deduction Will Your Charitable Gift Generate? You Choose!
Posted April 2017

One of the most attractive benefits derived from charitable planning is the charitable deduction, which reduces the out-of-pocket cost of your generosity.

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A Charitable Solution to an Unwelcome Surprise
Posted March 2017

You come home in early evening, open the front door, and you are met by fifty people singing “Happy Birthday” as lights flash from their cameras. This is a pleasant surprise...

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Double Duty: A Gift to Charity and to Family
Posted February 2017

If you are like most people, deciding what to do with your assets is one of the most important decisions you face.

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