Latest Articles

Current Featured Article
April 2019

Thinking About a New Car? Consider a Different Kind of Vehicle—For a Planned Gift!
The many types of planned giving vehicles can provide tax advantages and other benefits specific to donors’ situations.


Previous Articles

The Bell Lap of Life May Include a Legacy Gift to Charity

Charitable Gifts Can Help Answer the Question: How Much Is Enough for Retirement?

You Can Address Charitable Goals and Care for Loved Ones at the Same Time

Many Donors Give Appreciated Property to Charity at Year-End—Even if They Aren’t Going to Itemize

Deciding How to Divide Your Estate Among Your Children—And Charities

A Charitable Gift with Payments More Predictable Than a Box of Chocolates

It’s Back to School—And a Charitable Gift Can Help Pay for College

Accelerating Testamentary Gift Can Yield Major Savings

A Charitable Gift Plan for Investors That Accomplishes Four Objectives

8 Changing Life Circumstances That Should Prompt You to Take Action and Review Your Will and Estate Plan

The Season of Life, the Gift of Life Insurance

It’s Tax Filing Season: Did You Take Advantage of Financial and Charitable Strategies?

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

Next Steps


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