Five year-end charitable giving tips

Five year-end charitable giving tips

If your email inbox—and even your actual mailbox—is any indication, year-end must be right around the corner! You’ve likely already started to get reminders, tax tips, charitable giving strategies, and appeals from organizations you care about. It can be a lot! The...
Charitable giving: Plan while you can

Charitable giving: Plan while you can

Let’s face it—aging is inevitable. Whether you are 20, 40, 60, or 80, the reality is that every day you are getting older! And the population as a whole is getting older, too. The share of Americans aged 65 and older grew from 12.4% in 2004 to roughly 18%, with...
From private foundation to donor-advised fund: A five-point checklist

From private foundation to donor-advised fund: A five-point checklist

Many families established private foundations years ago because they wanted to make a lasting difference in their communities. Those foundations have supported important causes, brought family members together around charitable giving, and created meaningful legacies....
Estate planning: More than just a will

Estate planning: More than just a will

National Estate Planning Awareness Week is coming up from October 19 through 25. This comes on the heels of August’s Make-A-Will Month. A reminder to “make a will” is good advice, of course, but a thoughtful estate plan usually involves much more than a single...