Blog

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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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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