From the Blog

Win-Win Plan Balances Charitable and Family Financial Goals

February 2026

Did you know you can make a current gift to support our work and replace that asset in your estate with life insurance? Read more to learn about the benefits of such a plan.

Read more »

An Estate-Planning Checklist for the New Year

January 2026

Have you recently created or updated your estate plan? Read more to learn about some of the key elements you should be sure to include in a complete estate plan.

Read more »

Use Charitable Giving’s “Superpower” to Guide Your Year-End Planning

December 2025

Do you have a plan to control the most important elements of your charitable giving? Read more to learn how to make the most of your year-end planning opportunities.

Read more »

How New Legislation Could Affect Your Charitable Giving Before Year-End

November 2025

Recently enacted legislation could mean more tax benefits for charitable gifts made before year-end. Read more to learn how to maximize your giving and save taxes.

Read more »

Back