Time to Review Your Portfolio and Plan Year-End Charitable Gifts
Charitable Provisions in Your Will? Giving During Lifetime May Yield Greater Tax Savings
You Can Get Tax Benefits from Charitable Gifts Whether or Not You Itemize Deductions
You Likely Need an Estate-Planning Team to Meet Your Financial, Charitable, and Personal Objectives
Giving in the United States (Including by Bequest): You’re in Good Company
Like Graduation, a Charitable Gift Is a “Commencement”
Treating Children Equally but Not the Same (and How a Charitable Gift Can Help)
You Can Make a Legacy Gift Without Changing Your Will
Thinking About a New Car? Consider a Different Kind of Vehicle—For a Planned Gift!
The Bell Lap of Life May Include a Legacy Gift to Charity
Charitable Gifts Can Help Answer the Question: How Much Is Enough for Retirement?
You Can Address Charitable Goals and Care for Loved Ones at the Same Time
Many Donors Give Appreciated Property to Charity at Year-End—Even if They Aren’t Going to Itemize
Deciding How to Divide Your Estate Among Your Children—And Charities
A Charitable Gift with Payments More Predictable Than a Box of Chocolates
It’s Back to School—And a Charitable Gift Can Help Pay for College
Accelerating Testamentary Gift Can Yield Major Savings
A Charitable Gift Plan for Investors That Accomplishes Four Objectives
Next Steps
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