Giving


Article Archive


Current Featured Article
July 2024
How Charitable Giving Leads to Meaningful Legacies 
How do you want to be remembered? Read more to learn how your generosity can create a meaningful legacy that endures beyond your lifetime. 

Read more...



Previous Articles

Three Questions to Ask Yourself to Ensure the Most Impactful Giving

How Did You Do on the Finance 1040 Final Exam?

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

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



Next Steps


Back

© Pentera, Inc. Planned giving content. All rights reserved.