Wrap Up the Year with a Meaningful Gift
With the holiday season in full swing, most people find themselves in a flurry of activity, from decorating the house and preparing for guests to finishing a surge of work before scheduled vacation time to finding that perfect gift. Of course, not all gifts are wrapped. Some are designed to make a meaningful impact. Fortunately,…
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Donating Appreciated Stocks: A Tax-Efficient Giving Strategy
When considering making a charitable gift, cash is often the first option that comes to mind. It’s as simple as writing a check or making a payment directly online. However, if you want to make a significant impact and receive a double tax benefit, consider donating appreciated stocks. This approach not only supports our mission…
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How to Make Gifts of Real Estate
Real estate (a home, vacation home, land, commercial property, etc.) is a potentially powerful asset to fund a charitable contribution, yet it is often overlooked. Do you own appreciated property you no longer wish to use or maintain but don’t want to pay the capital gains tax that would result from a sale? Consider the…
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Fast, Festive, and Tax-Smart Giving
Twinkling lights, warm gatherings, and a generosity of spirit. During this busy season of celebration and reflection, it’s common to pause, show appreciation for important work, and look for meaningful ways to make a difference. If you are a classic last-minute holiday shopper, have no fear! Here are three easy, powerful ways to make an…
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The Gift of Gratitude
Gratitude has a way of changing how we see the world. It centers us, even in the chaos of the season, and reminds us to pause and appreciate what matters most—family, purpose, and the chance to make the world a better place. At this time of year, we’re especially grateful for people like you, whose…
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Choices That Last: Ways to Leave a Legacy
Everyday choices shape our lives, but some decisions have the power to last far beyond us. Legacy giving is one of those decisions. Many assume it is just for the wealthy, when in fact, it is a simple way for anyone to make a difference. And while many assume legacy giving begins and ends with…
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Meaningful Giving Benefits Us All
Have you ever reflected on the power of giving? Philanthropy is a vital force for positive change. The United Nations named September 5 as the International Day of Charity. This day is meant to encourage us all to consider why we give, what our contributions achieve, and how collective generosity can address humanity’s most pressing…
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Plan Today, Protect Tomorrow
Do you find yourself among the half of all Americans who do not have a will? Or do you have a will that you haven’t reviewed in years? This August, make it a priority to protect your assets, your family, and your legacy. And, while you do, consider including a few sentences that direct a…
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