Planned Giving Questions?

Do you have questions about estate planning? Planned giving? Your will? Each month, we feature new articles and interactive features that cover such topics. We hope it will be a useful resource for you.

New This Month...

Are You 70 1/2 or Older?
Thanks to charitable IRA legislation enacted at the end of last year, you can make lifetime gifts using funds from your individual retirement accounts (IRAs) through 2009 without any undesirable tax effects.

Giving In Tough Times Can Provide More for Your Heirs and Cut Taxes
Americans today are anxious about their money. Their stock values are falling and their 401(k) plans are so low that it’s hard to open the quarterly statements. It may be the wrong time to think about charitable giving—or is it?

Support Us Without Affecting Your Budget
Q&A: Given the uncertain economic conditions, I'm hesitant to part with cash or assets. Is there a way I can still offer financial support to your organization?

Helpful Tips on Organizing Your Financial Documents
Fortunately, being busy doesn't have to mean being befuddled by paperwork. Try these tips to minimize the time spent organizing financial documents.