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March 2021
It’s Almost Spring - Time for “Spring Cleaning” of Your Charitable and Estate Plans

Here are some suggestions for your spring to-do list, including looking at your estate plan and your charitable plans.

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Payback: We Like to Help the Charities That Helped Us—And Sometimes We Can Benefit Again
Posted February 2021

Our sense of fair play inspires us to “pay back” the organizations that have supported us—and our gift can have tax benefits.

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Where There’s a Will, There’s More Than One Way to Be Charitable
Posted January 2021

Your will is the best way to express your future wishes, including about the causes you hold dear.

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The Giving Season Is a Great Time to Establish Your Charitable Legacy
Posted December 2020

Your legacy includes the virtues you practice and the wealth you leave to others.

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Choosing the Right Asset to Give to Charity at Year-End
Posted November 2020

You can make your year-end charitable gift with cash, of course, and that is quite common. But you might also want to consider using other assets because of the many potential benefits.

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