The CDA Foundation offers several ways to learn more about family estate giving options, including the Estate Planning Basics seminar on Friday, September 11 at CDA Presents San Francisco as well as our Web site.
Do you have questions about estate planning? 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.
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?
Discussing financial information with your family may be difficult, but sharing your plans now avoids misunderstandings and heartache later. Here are steps you should take to make the conversation go smoothly.
If you’re thinking about making a charitable gift—whether it’s a donation we can use today or a gift to us in your will—where should you turn to get objective advice on how to do the most good for those in need and also realize your personal goals? You can depend on these three resources to be ready when you are.
