Donating Appreciated Stocks: A Tax-Efficient Giving Strategy

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When considering making a charitable gift, cash is often the first option that comes to mind. It’s as simple as writing a check or making a payment directly online. However, if you want to make a significant impact and receive a double tax benefit, consider donating appreciated stocks. This approach not only supports our mission…

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Choose how you shape the future

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Do you want to make an impact for the good of others? You may not realize how easy it is to make a life-changing gift to us just by adding a few sentences to a new or existing will. August is National Make-A-Will Month—the perfect time to read more about this powerful, satisfying way to…

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To Claim a Deduction, Keep Track of Donations

Women in traditional garb dance in front of the Soldiers and Sailors Monument, downtown Indianapolis.

Tax Day is behind us! What better time to start planning for next year’s taxes? Charitable gifts help others, but they also have important benefits for you. Many gift options offer the opportunity to claim a charitable income tax deduction. To do so, you’ll need the proper gift substantiation to satisfy IRS requirements. Charitable Gift…

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Give Others a Reason to Be Thankful

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What are you grateful for? Perhaps someone welcomed or encouraged you, help arrived when you needed it, or an opportunity opened a door. When your gratitude motivates charitable giving, it can be the beginning of something good for someone else while strengthening our work. Some gifts also provide tax and planning benefits. Remember What Made…

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An Easy Way to Make a Future Gift

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Who are the named beneficiaries on your IRA, retirement accounts, or life insurance policies? If you don’t immediately know the answer, it’s time to do a quick review to make sure your choices reflect your current situation and wishes. Luckily, updating a beneficiary designation is simple, and your review may reveal a powerful way to…

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Giving From an IRA: A Gift Worth Planning For

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Giving From an IRA: A Gift Worth Planning For Labor Day is behind us and pumpkin spice season is already underway, but December 31 still feels distant. When you’re planning a gift from your IRA, though, the end of the year can arrive quickly. If you are age 70½ or older, a qualified charitable distribution…

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Make-a-Will Month: A Good Time to Get Started

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Do you have a will? According to Trust & Will’s 2026 Estate Planning Report, 56% of adults in the U.S. have no estate planning documents at all. Writing or updating a will is easy to put off. Instead of looking at it as a daunting task, though, it helps to see a will or living…

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A Thoughtful Way to Give and Receive

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Many people reach retirement wanting two things—dependable income and the opportunity to make a meaningful difference. If that describes your situation, it might be worth exploring the many benefits of a charitable gift annuity (CGA). This gift not only supports our work but also provides guaranteed income payments for life along with attractive tax advantages.…

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