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April 2024

Two Simple Ways to Make Tax-Wise Charitable Gifts from Your IRA

Giving from your IRA benefits you, your loved ones, and your favorite charitable organizations. Read more to learn about two easy, tax-wise ways to give.

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Previous Articles

How to Make the Most of the Type and Timing of Your Charitable Gift

Maximize Your Philanthropy and Minimize Your Taxes with a Charitable Trust

Planned Giving Possibilities: The New Year Is a Great Time to Review Your Options

Bunching Deductible Expenses This Year Can Ensure Greater Tax Savings for You

Two Ways to Give from Your IRA—Including a New Opportunity for 2023

Celebrating 15 Years of National Estate Planning Awareness Week: October 16-22, 2023

70½ or Older? Use Your IRA Funds for Tax-Advantaged Giving

August Is National Make-A-Will Month—Is It Time to Create or Update Your Will?

Do You Know the 6 Ways Your Assets Could Be Distributed?

A Qualified Charitable Distribution May Reduce Taxes on Your Social Security Benefits 

Why Now Is a Good Time to Make a Planned Gift with Appreciated Stock

Three Deduction Opportunities to Consider This Tax Season

Stock Market Bringing You Dow(n)? Turn Losses into Wins

When It’s Gone, It’s Gone—Or Is It?

3 Ways You Can Be a V.I.P.—A Very Influential Philanthropist

Four Ways to Give Yourself a “Holiday Bonus” Through Year-End Charitable Giving

Four Tips to Help Achieve Your Personal and Charitable Goals This Giving Season



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