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Gift Planning

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Current Featured Article
June 2021

When Considering a Charitable Gift, Ask Yourself These Four Questions
How much should you give? When? To which charities? With what assets? Find out what you should consider when answering these four key questions.


Previous Articles

“I’m Booked!” The Optimism of George Burns Can Help You Complete Your Estate Plan

Spring, and Every Other Season, Can Inspire Your Charitable Giving

It’s Almost Spring - Time for “Spring Cleaning” of Your Charitable and Estate Plans

Payback: We Like to Help the Charities That Helped Us—And Sometimes We Can Benefit Again

Where There’s a Will, There’s More Than One Way to Be Charitable

The Giving Season Is a Great Time to Establish Your Charitable Legacy

Choosing the Right Asset to Give to Charity at Year-End

Charitable Gifts That Make Sense When Interest Rates Are Low

Maximizing Your Charitable Impact

How Your Giving Shows Gratitude for the Help You Have Received

Giving Thoughtfully ... and Strategically

The Virtual Endowment

The Extension of the Income-Tax Filing Deadline Provides Opportunities for Planning

After the Career March, You Can Play a New (Charitable) Tune

Start Reducing This Year’s Taxes Now: Six Strategies (Some Charitable) That You Can Take

A Great Resolution: Give Your Time, Talent, Treasure

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

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