Plan Today, Protect Tomorrow

Couple Doing Finances

Do you find yourself among the half of all Americans who do not have a will? Or do you have a will that you haven’t reviewed in years? This August, make it a priority to protect your assets, your family, and your legacy. And, while you do, consider including a few sentences that direct a…

Read More

The Warmth of Summer Giving

Couple Doing Finances

The slower, easy rhythms of summer set the perfect stage for thoughtful giving. You can take the time to consider making gifts outside the usual, honoring someone special, or providing dedicated support to a meaningful part of our mission. Read on for tips on creating space for what truly matters and making a personal gift…

Read More

The Unexpected Power of Giving Life Insurance

Couple Doing Finances

Many people use life insurance to protect their family—to make sure loved ones can go to college or pay off the mortgage if they’re not around. But sometimes, those reasons for protection go away over time. The kids graduate college and get jobs. The mortgage gets paid off. If this is your situation, before you…

Read More

Family Philanthropy with Donor-Advised Funds

Couple Doing Finances

Modern family giving includes a useful alternative to private foundations—donor-advised funds (DAFs). DAFs are easier to establish, require less money and involvement, and still provide important tax advantages. While often used by individuals, DAFs also provide a streamlined way for families to decide on grant recommendations together, aligning gifts with family values and priorities. A…

Read More

Your Meaningful Gift, Your Tax Savings

Couple Doing Finances

Qualify for a charitable income tax deduction If you itemize your taxes, you can make use of a charitable income tax deduction. The following gifts are among the most common types that provide a deduction: If you have been making use of the high standard deduction instead of itemizing, you may want to consider “bunching”…

Read More