There Is Still Time to Plan for a Happy New Year with Tax-Smart Charitable Giving
Posted December 2024

Did you know there is still time to take advantage of powerful year-end charitable planning strategies? Read more to learn how these gifts could also generate tax savings.

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Timing the Delivery of Your Year-End Gift to Ensure It Qualifies for a Charitable Tax Deduction
Posted November 2024

Do you know the IRS delivery rules to ensure a year-end charitable gift qualifies for a tax deduction? Read more to find out and to learn about three smart giving opportunities. 

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Celebrating National Estate Planning Awareness Week: October 21-27, 2024
Posted October 2024

This month we celebrate National Estate Planning Awareness Week. Read more to learn why having a complete estate plan is so important and for tips on what your plan should include.

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How a Charitable Gift Can Help Rebalance Your Portfolio
Posted September 2024

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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