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 GiftsPosted December 2019
Now is the time to evaluate your stock holdings and create your year-end action plan. Here are four steps to consider.
Charitable Provisions in Your Will? Giving During Lifetime May Yield Greater Tax SavingsPosted 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.
You Can Get Tax Benefits from Charitable Gifts Whether or Not You Itemize DeductionsPosted October 2019
Your gift to us can save taxes in three different ways—even if you plan to take the standard deduction.
You Likely Need an Estate-Planning Team to Meet Your Financial, Charitable, and Personal ObjectivesPosted September 2019
Your estate-planning team may include half a dozen professionals—including us!
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