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March 2025
Three Strategies for Letting Your Personal Passions Help Fulfill Your Charitable Goals

Do you want to learn more about making the most of your charitable giving? Read more for three strategies to let your passion help guide your generosity.

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Three Smart and Simple Ways to Make a Charitable Gift from Your IRA
Posted February 2025

Have you considered these easy ways to support our mission with tax-wise gifts from your IRA? Read more to learn about three popular ways to give.

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An Estate-Planning Team Can Help You Best Achieve Your Personal and Philanthropic Goals
Posted January 2025

Do you have a complete estate-planning team to help ensure you best achieve your goals? Read more to learn how each team member contributes to your legacy planning.

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There Is Still Time to Plan for a Happy New Year with Tax-Smart Charitable Giving
Posted December 2024

Did you know there is still time to take advantage of powerful year-end charitable planning strategies? Read more to learn how these gifts could also generate tax savings.

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Timing the Delivery of Your Year-End Gift to Ensure It Qualifies for a Charitable Tax Deduction
Posted November 2024

Do you know the IRS delivery rules to ensure a year-end charitable gift qualifies for a tax deduction? Read more to find out and to learn about three smart giving opportunities.

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