Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.
Planned gifts are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your death. More
What to Do After a Loved One Dies The death of a loved one is an extremely difficult time. Plus, this event often comes with important financial decisions you’ll need to make. What steps do you need to take in the year following your loved one’s passing?More
Small but Mighty It's easier than you think to make a difference that will help future generations. One of the simplest and most effective ways to make a difference is by leaving us a percentage of your estate.More