Featured Gift Planning Articles

Recently Retired? Create a Source of Additional Income That Can Increase—and Avoid Capital-Gain Tax

Ice melting on Lake Mendota

People often find themselves in a classic “locked-in” position in their investment. They want to convert the value of the investment to a source of income but face heavy capital-gain tax. If you face this conundrum, consider a charitable remainder unitrust. continue reading »

Gift Planning Department - February 6th, 2012
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Diversify Your Concentrated Holding with a Charitable Trust

Snowy pedestrian walkway

Diversifying a portfolio can be achieved at different levels with the thoughtful use of a charitable trust. continue reading »

Gift Planning Department - January 4th, 2012
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Tips on Timing Your Year-End Charitable Gift

Bascom Hill trees

The effective date of your contribution is the day you mail or hand-deliver the check, provided you have placed no restrictions on the cashing of the check. continue reading »

Gift Planning Department - December 2nd, 2011
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Gift Annuity Rate Changes Effective January 1, 2012

Bascom Hill

Have you been thinking about a charitable gift annuity? Now is the time to take another look because payout rates for new gift annuities are changing January 1, 2012. Learn what the new rates mean. continue reading »

Gift Planning Department - November 23rd, 2011

Just How Many Federal Estate-Tax Returns Are Being Filed?

Lake Mendota boats

It should come as no surprise that there was a dramatic drop in the number of federal estate-tax (FET) returns filed in calendar year 2010. According to the IRS, only 15,191 returns were filed compared to 33,515 that were filed in 2009. continue reading »

Gift Planning Department - November 3rd, 2011
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Tax and other financial information provided herein is not intended as tax or legal advice to any individual or other entity.

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