Featured Gift Planning Articles

Three Tips on Timing Your Year-End Charitable Gift

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. The end of the year is the most popular time for charitable gifts partly because it’s the “giving season” and partly because donors are running out of time... Read more »

Your Charitable Giving Can Continue Indefinitely

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 beyond their lifetimes so the targets of their generosity will not be negatively affected when their annual contributions end. You may find... Read more »

You Think You Don’t Need a Will? Here Are Six Reasons Why You Do—Including Charity

Here is a common estate-planning question that we get asked rather frequently: Is it truly necessary for us to have wills? My spouse and I own our home, cars, and bank and investment accounts in joint tenancy with right of survivorship, and we have named each other as beneficiaries of our respective life insurance policies... Read more »

A Charitable Solution for Low Return on Your Investments

Investors find themselves engulfed in an economic climate that features historically low interest rates on fixed income investments. This can present significant challenges if you want—or need—to generate more cash flow to meet the requirements of your lifestyle. But there is a solution for those who are philanthropic. If you are seeking income, you may... Read more »

IRA Rollover Can Reduce Tax on Social Security Benefits

Many donors are aware of the attractive benefits of the IRA charitable rollover—but one advantage that is not widely known is that it can reduce the portion of your Social Security benefits that is subject to federal income tax. If you are 70½ or older, the rollover allows you to transfer up to $100,000 directly... Read more »