Articles

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…

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…

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…

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…

According to IRS data, non-cash giving accounts for about half of total charitable donations. While publicly traded stock is the easiest and most common non-cash gift, you might also consider real estate, artwork or collectibles, cars or other vehicles, or an ownership stake in a private business. Tax and other benefits A donation of non-cash…