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The Giving Season Is a Great Time to Establish Your Charitable Legacy
Posted December 2020

Your legacy includes the virtues you practice and the wealth you leave to others.

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Choosing the Right Asset to Give to Charity
Posted November 2020

You can make a charitable gift with cash, of course, and that is quite common. But you also might want to consider using other assets because of the tax benefits—and other benefits.

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Charitable Gifts That Make Sense When Interest Rates Are Low
Posted October 2020

You can make a charitable gift in this low-interest environment that provides you a stream of income—or returns part of the gift to you.

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Maximizing Your Charitable Impact
Posted September 2020

You can make a gift that is partly used now and partly used later, resulting in maximum benefit to your favorite cause.

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This information is educational and should not be construed as legal, accounting, or tax advice. Every donor’s situation is different. The descriptions and examples provided may not be applicable to every donor’s specific circumstances, which could require the consideration of tax and non-tax factors. Please consult an estate planning attorney or tax advisor prior to taking any action based on this information.

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