Blog

Current Featured Post
April 2024
Two Simple Ways to Make Tax-Wise Charitable Gifts from Your IRA

Giving from your IRA benefits you, your loved ones, and your favorite charitable organizations. Read more to learn about two easy, tax-wise ways to give.

Share This Post:

How to Make the Most of the Type and Timing of Your Charitable Gift
Posted March 2024

There are several factors to consider when choosing the timing and type of gift that best matches your circumstances. Read more to learn how to optimize your charitable giving.

Share This Post:

Maximize Your Philanthropy and Minimize Your Taxes with a Charitable Trust
Posted February 2024

Do you want to learn how to maximize your giving through the creative use of charitable trusts? Read more for strategies about making timely adjustments to your trust portfolio for that purpose.

Share This Post:

Planned Giving Possibilities: The New Year Is a Great Time to Review Your Options
Posted January 2024

The new year brings new opportunities to plan for the future of your loved ones and favorite causes. Read more for a review of four easy and tax-smart charitable giving options.

Share This Post:

Bunching Deductible Expenses This Year Can Ensure Greater Tax Savings for You
Posted December 2023

Do you know the benefits of “bunching” your deductible expenses into a single year? Read more to learn about this tax-savvy giving strategy for the charitably minded.

Share This Post:

« View Previous Posts »

Next Steps

Back