Featured Gift Planning Articles

After the Career March, You Can Play a New (Charitable) Tune

This month’s article discusses transitioning from a career focus to the legacy phase of life.

Six Strategies to Reduce This Year’s Taxes Now

This month’s article discusses several charitable gift strategies to reduce taxes. Read this month’s article here.

Resolve to Give

Consider a resolution that is an extension of the holiday season: to give more.

Time to Review Your Portfolio and Plan Year-End Charitable Gifts

Now is the time to evaluate your stock holdings and create your year-end action plan. Here are four steps to consider.

Giving Back for a Better Society

Celebrating and supporting the arts — this is the legacy that Jon Sorenson ’85 and David Bedri will leave behind, benefiting generations of Badgers for years to come.