Our Gift Planning Newsletter: Pinnacle Perspectives
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Philanthropy and Security
Great news for donors!
The IRA Charitable Rollover is back for 2012 and 2013.
Click here to learn more.
The IRA Charitable Rollover is back for 2012 and 2013.
Click here to learn more.
When we come to the point where we reflect on our lives, our focus often shifts to our loved ones' futures and the story we want to leave behind. By creating important estate planning documents such as a will, you can take control of these decisions today and also include plans for charitable gifts that will support our future and offer financial benefits for your and your family's security.
See estate planning tips and gift ideas recommended for your age group.
- Bequests: Remember us in your will.
- Life income gifts: Give back and boost your income.
- Retirement plan assets: Eliminate income and estate taxes.
- Stock: Eliminate capital gains taxes.
