Planned Giving
Donor Advised Funds
A donor advised fund (or DAF) might be a great solution for you. With a DAF, you can make gifts to charity during your lifetime, and when you pass away, your children can carry on your legacy of giving.More |
IRA Charitable Rollover
An IRA rollover allows people age 70 1/2 and older to reduce their taxable income by making a gift directly from their IRA.More |
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Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.More |
Washington News
On April 16, IRS Commissioner Daniel Werfel spoke before the Senate Finance Committee. Werfel discussed the completion...More |
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