What Is Planned Giving?
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
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Check Out Our Monthly Feature Articles:
What Tax Changes Mean for You in 2015
More than 40 tax provisions will change because of inflation rates in 2015. Here is a brief summary of the changes and how they may affect you. More
10 New Year's Resolutions for Your Estate
A new year is here, which has many of us making resolutions to improve our overall health. Maintaining a healthy estate plan can help ensure the well-being of your loved ones. Consider setting these resolutions for your estate. More
Is This Gift Right for You?
See if you fit the profile of a charitable gift annuity donor. More
Goals & Gifts
How will you build the best gift? More