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Planned Giving
Donor Advised Fund
When you fund a DAF, you can make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.More |
IRA Charitable Rollover
An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.More |
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Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.More |
Washington News
On the final weekend before taxes are due, the Internal Revenue Service (IRS) published two letters that caution...More |
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