Blog
September 2026
Planning with Stocks: Use Your Charitable GPS to Find the Exit Ramp to Savings
Whether or not the value of your stocks and securities has grown, you can use them to fund charitable gifts and realize tax benefits. Read more to learn about three tax-savvy options.
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National Make-A-Will Month: The Perfect Time to Create or Review Your Will
Posted August 2026
Do you have a will that reflects your current personal and charitable goals? If not, now is the time to act! Read more for answers to four key questions about creating your will.
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What Types of Assets Can You Give to Support Your Favorite Charities?
Posted July 2026
What are the best types of assets to give to support the causes that mean the most to you? Read more to explore your options for tax-smart charitable giving.
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How to Leave a Charitable Legacy and Provide for Adult Children with Your IRA
Posted June 2026
It is possible to use IRA assets to provide for both loved ones and your favorite charitable causes. Read more to learn about the most tax-advantaged ways to arrange your gifts.
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Four Tax-Saving Opportunities to Benefit Nonitemizers This Year
Posted May 2026
Do you know all the ways you can benefit from smart tax planning this year? Read more to learn about four opportunities to maximize both your tax savings and philanthropic impact.
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