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September 2024
How a Charitable Gift Can Help Rebalance Your Portfolio

Is it time to rebalance your portfolio? If so, read more to learn tax-smart ways you can make a gift that meets both your financial and charitable goals.

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National Make-A-Will Month: The Perfect Time to Create or Update Your Estate Plan
Posted August 2024

Does your will accurately reflect your current circumstances and objectives? Read more to learn about the importance of creating or reviewing your estate plan.

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How Charitable Giving Leads to Meaningful Legacies
Posted July 2024

How do you want to be remembered? Read more to learn how your generosity can create a meaningful legacy that endures beyond your lifetime.

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Three Questions to Ask Yourself to Ensure the Most Impactful Giving
Posted June 2024

There are three questions you should ask yourself as you contemplate your charitable giving this year. Read more to learn how to maximize the impact of your gift.

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How Did You Do on the Finance 1040 Final Exam?
Posted May 2024

Did you know that you can reduce your taxes by being more intentional with your charitable planning? Read more for tax-wise giving options to consider this year

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