The Virtual Endowment
Posted June 2020

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

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The Extension of the Income-Tax Filing Deadline Provides Opportunities for Planning
Posted May 2020

There is one opportunity to reduce taxes in this year’s extended return and other opportunities to plan for next year’s return.

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After the Career March, You Can Play a New (Charitable) Tune
Posted March 2020

Life after retirement often includes volunteering and planning legacy gifts.

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Start Reducing This Year’s Taxes Now: Six Strategies (Some Charitable) That You Can Take
Posted February 2020

Did you know you can reduce your taxes and support our mission at the same time? Here are several ways.

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