Blog
December 2021
Coming in the New Year: Lower Required Minimum Distributions from Retirement Plans
Do you know how the new required minimum distributions will affect your long-term personal and charitable plans? Read on to learn more about the changes coming in 2022.
| Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
E-mail
|
6 Charitable Opportunities to Consider for Your Year-End Gift Planning
Posted November 2021
Do you know how to make the most of your year-end gift planning? Here are six charitable opportunities to keep in mind.
| Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
E-mail
|
Celebrating National Estate Planning Awareness Week: October 18-24, 2021
Posted October 2021
More than 50% of Americans need to update or create their estate plans. If you are one of them, you may recognize these common situations.
| Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
E-mail
|
The Many Benefits of Making Charitable Gifts Through Your Estate
Posted September 2021
Giving through your estate can be done in a variety of ways—and may possibly be the best way to achieve your charitable goals.
| Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
E-mail
|
Do You Have a Beneficiary Backup Plan?
Posted August 2021
In addition to needing a will, you need a beneficiary backup plan to make sure your assets are distributed according to your wishes.
| Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
E-mail
|
Next Steps
- Request a confidential conversation with a gift-planning
officer about gift plans or other options - Read about our donors and the gifts they've made
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer