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July 2018

A Charitable Gift Plan for Investors That Accomplishes Four Objectives
Charitable gifts of stock that can save capital-gain tax and accomplish several other objectives


Previous Articles

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

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

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