Planned Giving
Blog
June 2023
A Qualified Charitable Distribution May Reduce Taxes on Your Social Security Benefits
An IRA charitable rollover gift provides benefits you may already know about. Read more to learn how it could also reduce the taxable portion of your Social Security benefits.
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Why Now Is a Good Time to Make a Planned Gift with Appreciated Stock
Posted May 2023
Would you like to know the best way to make a tax-savvy charitable gift in the current market? Read more to learn about the benefits of giving appreciated stock.
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Three Deduction Opportunities to Consider This Tax Season
Posted April 2023
Do you know about these tax-saving opportunities to consider during tax season? Read more to learn three ways to deduct certain contributions and why others are not deductible.
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Stock Market Bringing You Dow(n)? Turn Losses into Wins
Posted March 2023
Do you know how to turn market losses into wins while also achieving your charitable objectives? Read more to learn about this tax-savvy giving strategy.
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When It’s Gone, It’s Gone—Or Is It?
Posted February 2023
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