Featured Gift Planning Articles

The Virtual Endowment

This month’s article discusses creating an endowment now that could be fully funded later. Learn more.

The Extension of the Income-Tax Filing Deadline Provides Opportunities for Planning

The Internal Revenue Service has given an extension to submit your federal income tax to July 15. Take advantage of the extra time to pull together needed information, to reflect thoughtfully on our tax situations, and to be more intentional in our planning for the future.

How the New CARES Act May Affect Your Gift Planning

The 2020 Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in March. Learn more about the provisions applicable to charitable giving.

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.