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