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Planned Giving

PLANNED GIVING


PLAN YOUR GIFT AT ANY LIFE STAGE

Decide which type of gift is right for your life stage.

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PLANNED GIVING BLOG

There Is Still Time to Plan for a Happy New Year with Tax-Smart Charitable Giving

December 2024

Did you know there is still time to take advantage of powerful year-end charitable planning strategies? Read more to learn how these gifts could also generate tax savings.

Timing the Delivery of Your Year-End Gift to Ensure It Qualifies for a Charitable Tax Deduction

November 2024

Do you know the IRS delivery rules to ensure a year-end charitable gift qualifies for a tax deduction? Read more to find out and to learn about three smart giving opportunities. 

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