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Maximize Your Philanthropy and Minimize Your Taxes with a Charitable Trust
Posted February 2024

Do you want to learn how to maximize your giving through the creative use of charitable trusts? Read more for strategies about making timely adjustments to your trust portfolio for that purpose.

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Planned Giving Possibilities: The New Year Is a Great Time to Review Your Options
Posted January 2024

The new year brings new opportunities to plan for the future of your loved ones and favorite causes. Read more for a review of four easy and tax-smart charitable giving options.

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Bunching Deductible Expenses This Year Can Ensure Greater Tax Savings for You
Posted December 2023

Do you know the benefits of “bunching” your deductible expenses into a single year? Read more to learn about this tax-savvy giving strategy for the charitably minded. 

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Two Ways to Give from Your IRA—Including a New Opportunity for 2023
Posted November 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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