Insights

Current Featured Post
November 2024
Timing the Delivery of Your Year-End Gift to Ensure It Qualifies for a Charitable Tax Deduction

Do you know the IRS delivery rules to ensure a year-end charitable gift qualifies for a tax deduction? Read more to find out and to learn about three smart giving opportunities.

Share This Post:

Celebrating National Estate Planning Awareness Week: October 21-27, 2024
Posted October 2024

This month we celebrate National Estate Planning Awareness Week. Read more to learn why having a complete estate plan is so important and for tips on what your plan should include.

Share This Post:

How a Charitable Gift Can Help Rebalance Your Portfolio
Posted September 2024

Is it time to rebalance your portfolio? If so, read more to learn tax-smart ways you can make a gift that meets both your financial and charitable goals.

Share This Post:

National Make-A-Will Month: The Perfect Time to Create or Update Your Estate Plan
Posted August 2024

Does your will accurately reflect your current circumstances and objectives? Read more to learn about the importance of creating or reviewing your estate plan.

Share This Post:

How Charitable Giving Leads to Meaningful Legacies
Posted July 2024

How do you want to be remembered? Read more to learn how your generosity can create a meaningful legacy that endures beyond your lifetime.

Share This Post:

« View Previous Posts »

Next Steps

Back