Article Archive
May 2023
Why Now Is a Good Time to Make a Planned Gift with Appreciated Stock
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.
Three Deduction Opportunities to Consider This Tax Season
Stock Market Bringing You Dow(n)? Turn Losses into Wins
When It’s Gone, It’s Gone—Or Is It?
3 Ways You Can Be a V.I.P.—A Very Influential Philanthropist
Four Ways to Give Yourself a “Holiday Bonus” Through Year-End Charitable Giving
Four Tips to Help Achieve Your Personal and Charitable Goals This Giving Season
Celebrating National Estate Planning Awareness Week: October 17-23, 2022
How Will You Spend Your Retirement Years?
Time to Take Action: August Is Make-A-Will Month
4 Tips to Ensure Your Gifts Successfully Reach Their Intended Recipients
It’s Time to Plant Your Garden … And Your Estate!
Making the Pieces Fit: How to Solve a Gift-Planning Puzzle
The Importance of a Plan B: Alternative Gift Options to Ensure Your Goals Are Met
Who Are the Three Primary Members of Your Charitable-Planning Team?
Password Management: A Key Element of Estate Planning
3 Strategies for Letting Your Passion Guide Your Giving in 2022
Coming in the New Year: Lower Required Minimum Distributions from Retirement Plans
6 Charitable Opportunities to Consider for Your Year-End Gift Planning
Celebrating National Estate Planning Awareness Week: October 18-24, 2021
The Many Benefits of Making Charitable Gifts Through Your Estate
Do You Have a Beneficiary Backup Plan?
You Can Make a Charitable Gift That Keeps Your Options Open
When Considering a Charitable Gift, Ask Yourself These Four Questions
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