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Planned Giving

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Coming in the New Year: Lower Required Minimum Distributions from Retirement Plans

Posted December 2021

Do you know how the new required minimum distributions will affect your long-term personal and charitable plans? Read on to learn more about the changes coming in 2022.

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6 Charitable Opportunities to Consider for Your Year-End Gift Planning

Posted November 2021

Do you know how to make the most of your year-end gift planning? Here are six charitable opportunities to keep in mind.

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Celebrating National Estate Planning Awareness Week: October 18-24, 2021

Posted October 2021

More than 50% of Americans need to update or create their estate plans. If you are one of them, you may recognize these common situations.

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The Many Benefits of Making Charitable Gifts Through Your Estate

Posted September 2021

Giving through your estate can be done in a variety of ways—and may possibly be the best way to achieve your charitable goals.

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