Blog

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

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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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Charitable Gifts Can Help Answer the Question: How Much Is Enough for Retirement?
Posted February 2019

Those concerned about their long-term financial future can still make gifts to charity.

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You Can Address Charitable Goals and Care for Loved Ones at the Same Time
Posted January 2019

You can make a gift to us that also supports a loved one.

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Many Donors Give Appreciated Property to Charity at Year-End—Even if They Aren’t Going to Itemize
Posted December 2018

Many donors have come to realize that long-term appreciated property is one of the best assets that can be used to fund charitable gifts.

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Deciding How to Divide Your Estate Among Your Children—And Charities
Posted November 2018

There are difficult questions to answer when deciding how to divide one’s estate among children—and charity.

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A Charitable Gift with Payments More Predictable Than a Box of Chocolates
Posted October 2018

Charitable remainder trusts are a way to make a gift to us and get payments in return.

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It’s Back to School—And a Charitable Gift Can Help Pay for College
Posted September 2018

Parents and grandparents of college students can help them pay for their education and make a gift to us by setting up a charitable trust.

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Accelerating Testamentary Gift Can Yield Major Savings
Posted August 2018

Following the passage of the Tax Cuts and Jobs Act (TCJA) at the end of 2017, philanthropic American taxpayers are facing steeper hills to climb in pursuit of estate-tax savings ...

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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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