Latest Articles


Current Featured Article
April 2018

It’s Tax Filing Season: Did You Take Advantage of Financial and Charitable Strategies?
If March Madness describes the three-week college basketball tournament that ends April 2, then April Madness describes tax time.

Read more...



Previous Articles

So Where Are Your Most Important Estate-Planning Documents?

Six Steps to Getting Your Estate Plan in Order in the New Year

Booming Stock Market Creates Charitable Giving Opportunities

Take Advantage of the IRA Charitable Rollover for This Tax Year

Five Ways to Make a Charitable Gift with Retirement Funds

Three Tips on Timing Your Year-End Charitable Gift

Your Charitable Giving Can Continue Indefinitely

You Think You Don’t Need a Will? Here Are Six Reasons Why You Do—Including Charity

A Charitable Solution for Low Return on Your Investments

IRA Rollover Can Reduce Tax on Social Security Benefits

Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s Future

How Much of a Deduction Will Your Charitable Gift Generate? You Choose!

A Charitable Solution to an Unwelcome Surprise

Double Duty: A Gift to Charity and to Family

Six Ways to Transfer Assets

Your Gift Can Teach Philanthropy to Your Children While Maintaining Their Inheritance

You Can Make a Gift to Charity and Recover Your Capital



Next Steps


Back

© Pentera, Inc. Planned giving content. All rights reserved.