Resources for Individuals
The following pages will explore a variety of charitable giving vehicles and resources to help your planned giving goals. Whether you're just getting started or already have a plan in mind, this section can be a resource to guide your decision making.More |
Resources for Professional Advisors
The following pages will assist CPAs, Trust attorneys, financial planners and other professional advisors in helping their clients explore planned giving opportunities. This section also includes current law, gift calculators and industry news to help you serve your clients.More |
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Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.More |
Washington News
December is an important month for IRA and 401(k) owners who are over age 73. The Internal Revenue Service (IRS) reminds...More |
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