Fresh Start: Tips for Charitable Giving in 2024
The new year provides a perfect time to create some goals and build a plan to achieve them. It may be cliche to talk about … Read More
News & Stories
Tax Smart Strategies for Year-End Giving
As we near the end of the year, many clients are exploring ways to reduce their tax burden as well as achieve their philanthropic goals. … Read More
Protect Yourself from Fake Charities
On October 24, 2023, the Internal Revenue Service (IRS) issued a warning that donors should be aware of criminals who falsely pose as legitimate charities. … Read More
5 Reasons to Make a Gift this Year
With a season of giving upon us, we explore five reasons many individuals and families choose to make charitable gifts. It just feels good Did … Read More
National “Make a Will” Month: Reminding Clients About Wills, Trusts and Charitable Bequests
August is National Make a Will Month, and the publicity surrounding this designation may prompt your clients to ask you about whether their affairs are … Read More