Blog
October 2019
You Can Get Tax Benefits from Charitable Gifts Whether or Not You Itemize Deductions
Your gift to us can save taxes in three different ways—even if you plan to take the standard deduction.
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You Likely Need an Estate-Planning Team to Meet Your Financial, Charitable, and Personal Objectives
Posted September 2019
Your estate-planning team may include half a dozen professionals—including us!
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Giving in the United States (Including by Bequest): You’re in Good Company
Posted August 2019
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Like Graduation, a Charitable Gift Is a “Commencement”
Posted July 2019
A charitable gift is a beginning—for the donor, for the organization, and for those who benefit from the gift.
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Treating Children Equally but Not the Same (and How a Charitable Gift Can Help)
Posted June 2019
Parents can use a charitable remainder trust to adjust their bequests to fit the circumstances of each child.
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Next Steps
- Request a confidential conversation with a gift-planning
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