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...

Protect Your Financial Future

Helping others is as American as apple pie, and each year millions of U.S. citizens make donations, typically cash and stocks, to support favorite charities. Both options are popular, and both receive a lot of attention—but is making a gift of such liquid assets the best option for every charitable giving situation? http://www.plan.gs/Article.do?orgId=1001&articleId=8889

Is Your Holiday List Growing?

There are a lot of reasons to wait until the end of the year to make charitable giving decisions. By then, you most likely have a broad overview of your tax situation. But more than that, this time of the year spurs generosity and goodwill. http://www.plan.gs/Article.do?orgId=1001&articleId=8890

4 Ways to Preserve Assets and Be Generous

Your personal financial security is important to us. We can help you find ways to preserve your assets and still help us. One easy way is to include a bequest in your will or living trust that specifies a dollar amount or a percentage of your estate to benefit a charitable organization such as ours. http://www.plan.gs/Article.do?orgId=1001&articleId=3702