Articles
To Claim a Deduction, Keep Track of Donations
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…
Read MoreGiving with a Personal Touch
The ritual of spring cleaning goes far deeper than dusting and vacuuming. It often includes taking stock of what we have, rethinking our needs and goals, and giving things away. Whether you are “spring cleaning” your home or your finances, there may be an opportunity to make a personal gift—one that has special meaning for…
Read MoreThe Traditional Benefits of CGAs and New, Higher rates.
A CGA converts appreciated assets into a consistent, tax-advantaged revenue stream for life while fulfilling your charitable goals. This simple, straightforward option represents a win for both donors and charities. Traditional Benefits New Considerations
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