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The Giving Season Is a Great Time to Establish Your Charitable Legacy
Posted December 2020

Your legacy includes the virtues you practice and the wealth you leave to others.

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Choosing the Right Asset to Give to Charity at Year-End
Posted November 2020

You can make your year-end charitable gift with cash, of course, and that is quite common. But you might also want to consider using other assets because of the many potential benefits.

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Charitable Gifts That Make Sense When Interest Rates Are Low
Posted October 2020

You can make a charitable gift in this low-interest environment that provides you a stream of income—or returns part of the gift to you.

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Maximizing Your Charitable Impact
Posted September 2020

You can make a gift that is partly used now and partly used later, resulting in maximum benefit to your favorite cause.

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How Your Giving Shows Gratitude for the Help You Have Received
Posted August 2020

Your charitable giving is the act of making deposits in the life banks of other persons in gratitude for the deposits made in your account.

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Giving Thoughtfully ... and Strategically
Posted July 2020

Your gift can benefit you as well as our organization.

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The Virtual Endowment
Posted June 2020

You can create an endowment now but maintain control of your principal and fully fund the endowment later.

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The Extension of the Income-Tax Filing Deadline Provides Opportunities for Planning
Posted May 2020

There is one opportunity to reduce taxes in this year’s extended return and other opportunities to plan for next year’s return.

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After the Career March, You Can Play a New (Charitable) Tune
Posted March 2020

Life after retirement often includes volunteering and planning legacy gifts.

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Start Reducing This Year’s Taxes Now: Six Strategies (Some Charitable) That You Can Take
Posted February 2020

Did you know you can reduce your taxes and support our mission at the same time? Here are several ways.

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A Great Resolution: Give Your Time, Talent, Treasure
Posted January 2020

There are many ways to plan your gift so that it best matches your circumstances. Here are four popular methods.

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Time to Review Your Portfolio and Plan Year-End Charitable Gifts
Posted December 2019

Now is the time to evaluate your stock holdings and create your year-end action plan. Here are four steps to consider.

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Charitable Provisions in Your Will? Giving During Lifetime May Yield Greater Tax Savings
Posted November 2019

If you are planning a charitable bequest, you may want to consider accelerating your plans in order to realize substantial income-tax savings.

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You Can Get Tax Benefits from Charitable Gifts Whether or Not You Itemize Deductions
Posted October 2019

Your gift to us can save taxes in three different ways—even if you plan to take the standard deduction.

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You Likely Need an Estate-Planning Team to Meet Your Financial, Charitable, and Personal Objectives
Posted September 2019

Your estate-planning team may include half a dozen professionals—including us!

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Giving in the United States (Including by Bequest): You’re in Good Company
Posted August 2019

The Giving USA 2019 report found that Americans gave almost $40 billion in charitable bequests last year.

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Like Graduation, a Charitable Gift Is a “Commencement”
Posted July 2019

A charitable gift is a beginning—for the donor, for the organization, and for those who benefit from the gift.

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Treating Children Equally but Not the Same (and How a Charitable Gift Can Help)
Posted June 2019

Parents can use a charitable remainder trust to adjust their bequests to fit the circumstances of each child.

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You Can Make a Legacy Gift Without Changing Your Will
Posted May 2019

Four ways you can make a legacy gift to us without making any revisions to your will.

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Thinking About a New Car? Consider a Different Kind of Vehicle—For a Planned Gift!
Posted April 2019

The many types of planned giving vehicles can provide tax advantages and other benefits specific to donors’ situations.

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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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