Blog
December 2023
Bunching Deductible Expenses This Year Can Ensure Greater Tax Savings for You
Do you know the benefits of “bunching” your deductible expenses into a single year? Read more to learn about this tax-savvy giving strategy for the charitably minded.
| Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
E-mail
|
Two Ways to Give from Your IRA—Including a New Opportunity for 2023
Posted November 2023
Have you heard about the new way to make a charitable gift from your IRA and receive income for life? Read more to learn about this new opportunity for 2023.
| Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
E-mail
|
Celebrating 15 Years of National Estate Planning Awareness Week: October 16-22, 2023
Posted October 2023
Do you know the essential elements of an estate plan? Read more to learn what they are and why estate planning is so important.
| Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
E-mail
|
70½ or Older? Use Your IRA Funds for Tax-Advantaged Giving
Posted September 2023
Charitable giving with retirement funds offers many tax advantages. Read more to learn about the benefits of annual and planned giving using IRA distributions.
| Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
E-mail
|
August Is National Make-A-Will Month—Is It Time to Create or Update Your Will?
Posted August 2023
If you have been considering creating or updating your will, now is the perfect time! Read more for helpful steps to ensure your will reflects your current personal and charitable goals.
| Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
E-mail
|
Next Steps
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer