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Comparing Types of Gifts

Charitable gifts reward donors in many ways. There is the satisfaction of supporting an important cause, the excitement of seeing your gift lead to positive change, and—in many cases—tangible financial benefits to you and/or another , through tax advantages and the retention of lifetime income from the donated asset. Type of Gift May Be Funded… Read more »

To Convert or Not to Convert Your IRA: A Charitable Question

Possibly you have a traditional IRA, and you have been wondering whether you should convert some or all of it to a Roth IRA. If you decide to convert and you have been considering a major charitable gift, a good strategy would be to do both in the same year. You may be considering converting because… Read more »

The Virtual Endowment

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