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Gift Planning

Article Archive

Current Featured Article
June 2020

The Virtual Endowment
You can create an endowment now but maintain control of your principal and fully fund the endowment later.


Previous Articles

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

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

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