Featured Gift Planning Articles

Seasons of Giving

Individuals make charitable gifts throughout the year. Some choose to make gifts early in the year and others later. Your reasons for giving may vary across winter, spring, summer, and fall.

Time for a “Spring Cleaning” of Your Charitable and Estate Plans

Spring is a wonderful time to think and plan for the year, including charitable planning. Here are some suggestions for your to-do list.


We like to help the charities that helped us, and sometimes we can benefit again.

Where There’s a Will, There’s More Than One Way to Be Charitable

It’s a common New Year’s resolution: time to write or update the will! As you consider drafting or updating your will, keep in mind which assets your will can and can’t control.

The Giving Season Is a Great Time to Establish Your Charitable Legacy

December is the heart of the giving season and is when many of us who are a bit older turn to thoughts about our legacy.