Planned Giving
Blog
November 2023
Two Ways to Give from Your IRA—Including a New Opportunity for 2023
Have you heard about the new way to make a charitable gift from your IRA and receive income for life? Read more to learn about this new opportunity for 2023.
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Celebrating 15 Years of National Estate Planning Awareness Week: October 16-22, 2023
Posted October 2023
Do you know the essential elements of an estate plan? Read more to learn what they are and why estate planning is so important.
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70½ or Older? Use Your IRA Funds for Tax-Advantaged Giving
Posted September 2023
Charitable giving with retirement funds offers many tax advantages. Read more to learn about the benefits of annual and planned giving using IRA distributions.
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August Is National Make-A-Will Month—Is It Time to Create or Update Your Will?
Posted August 2023
If you have been considering creating or updating your will, now is the perfect time! Read more for helpful steps to ensure your will reflects your current personal and charitable goals.
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Do You Know the 6 Ways Your Assets Could Be Distributed?
Posted July 2023
There are six main ways to transfer assets through your estate, and five of them offer charitable opportunities. Read more for a detailed explanation of each.
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Disclaimer
Executive Director of Gift Planning