Article Archive
March 2024
How to Make the Most of the Type and Timing of Your Charitable Gift
There are several factors to consider when choosing the timing and type of gift that best matches your circumstances. Read more to learn how to optimize your charitable giving.
Maximize Your Philanthropy and Minimize Your Taxes with a Charitable Trust
Planned Giving Possibilities: The New Year Is a Great Time to Review Your Options
Bunching Deductible Expenses This Year Can Ensure Greater Tax Savings for You
Two Ways to Give from Your IRA—Including a New Opportunity for 2023
Celebrating 15 Years of National Estate Planning Awareness Week: October 16-22, 2023
70½ or Older? Use Your IRA Funds for Tax-Advantaged Giving
August Is National Make-A-Will Month—Is It Time to Create or Update Your Will?
Do You Know the 6 Ways Your Assets Could Be Distributed?
A Qualified Charitable Distribution May Reduce Taxes on Your Social Security Benefits
Why Now Is a Good Time to Make a Planned Gift with Appreciated Stock
Three Deduction Opportunities to Consider This Tax Season
Stock Market Bringing You Dow(n)? Turn Losses into Wins
When It’s Gone, It’s Gone—Or Is It?
3 Ways You Can Be a V.I.P.—A Very Influential Philanthropist
Four Ways to Give Yourself a “Holiday Bonus” Through Year-End Charitable Giving
Four Tips to Help Achieve Your Personal and Charitable Goals This Giving Season
Celebrating National Estate Planning Awareness Week: October 17-23, 2022
Next Steps
- Request a confidential conversation with a gift-planning
officer about gift plans or other options - Read about our donors and the gifts they've made
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