Blog
April 2025
Things Your Tax Return Wants You to Know About Tax-Smart Charitable Giving Opportunities
Did you know that your tax return may help identify future options for charitable giving? Read more to learn about three tax-smart philanthropic opportunities.
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Three Strategies for Letting Your Personal Passions Help Fulfill Your Charitable Goals
Posted March 2025
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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