Blog

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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Three Deduction Opportunities to Consider This Tax Season
Posted April 2023

Do you know about these tax-saving opportunities to consider during tax season? Read more to learn three ways to deduct certain contributions and why others are not deductible.

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Stock Market Bringing You Dow(n)? Turn Losses into Wins
Posted March 2023

Do you know how to turn market losses into wins while also achieving your charitable objectives?  Read more to learn about this tax-savvy giving strategy. 

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When It’s Gone, It’s Gone—Or Is It?
Posted February 2023

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3 Ways You Can Be a V.I.P.—A Very Influential Philanthropist
Posted January 2023

Do you know how to multiply your philanthropy by using social media? Read more to learn three ways you can use your influence to inspire generosity in others.

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Four Ways to Give Yourself a “Holiday Bonus” Through Year-End Charitable Giving
Posted December 2022

Would like to give yourself a “holiday bonus” while also supporting our mission? Read more to learn four ways to make strategic year-end gifts that benefit you and our organization.

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Four Tips to Help Achieve Your Personal and Charitable Goals This Giving Season
Posted November 2022

Do you know how to best achieve both your personal and charitable goals this giving season? Consider these ways to maximize your giving to benefit the causes you care about most.

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Celebrating National Estate Planning Awareness Week: October 17-23, 2022
Posted October 2022

Did you know National Estate Planning Awareness Week starts October 17? Read more to learn why creating your estate plan is so important.

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How Will You Spend Your Retirement Years?
Posted September 2022

Do you have a plan for the things you want to accomplish during your retirement years? Read more to learn how to create your legacy with thoughtful retirement and estate planning.

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Time to Take Action: August Is Make-A-Will Month
Posted August 2022

Is your estate plan complete? August is National Make-A-Will Month—the perfect time to write or revise your will. Read more to learn about the many benefits of a thoughtfully prepared will.

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4 Tips to Ensure Your Gifts Successfully Reach Their Intended Recipients
Posted July 2022

Do you know the four main reasons why end-of-life gifts may not come to fruition? Read more to learn how to ensure that your gifts are realized.

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It’s Time to Plant Your Garden … And Your Estate!
Posted June 2022

Do you know the four important steps that gardening and estate planning share? Read more to learn how to achieve best results when planting your garden and planning your estate.

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