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Six Steps to Getting Your Estate Plan in Order in the New Year
Posted February 2018

Sometimes things you don't address today can come back to haunt you tomorrow.

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Take Advantage of the IRA Charitable Rollover for This Tax Year
Posted December 2017

The IRA charitable rollover has become one of the most popular ways to make gifts to charity, and many donors make IRA gifts in December as part of their year-end strategy to reduce taxes ...

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Three Tips on Timing Your Year-End Charitable Gift
Posted October 2017

Now that the leaves are falling, it’s high time to think about your year-end charitable gifts—and to make sure that you time them to your best advantage.

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Your Charitable Giving Can Continue Indefinitely
Posted September 2017

Many of our friends tell us how meaningful it is to them to be able to support our work with their financial gifts each year—and say that they wish their support could continue ...

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