We wish all of you a Merry Christmas and a Happy Holiday season. … [Read more...] about Wishing You a Merry Christmas and Happy Holiday Season
Through another difficult year, we have been blessed by the support of family, friends and clients. We thank you and wish all of you a blessed Thanksgiving. … [Read more...] about Happy Thanksgiving!
As we approach the end of the year, it is time to consider giving a year-end donation to your favorite charities. There are still many tax -favored ways to give. Here are some to consider: Give appreciated stocks or mutual funds. If you have appreciated stocks that you have owned for 1 year … [Read more...] about Year End Gifts You Can Make to Charity
As you approach the end of the year and your major fundraising quarter, here are some important planned gifts you should be seeking from donors: Appreciated stocks or mutual funds. If your donors have appreciated stocks that they have owned for 1 year or longer, they can give those shares to … [Read more...] about Important Year End Gifts for Your Organization
Many people include gifts to charities in their wills and trusts. The most common way of accomplishing this is by naming a specific charity as a beneficiary. A donor advised fund (DAF) has also become a popular way of giving to charity that could be beneficial for your estate plan and your … [Read more...] about Using A Donor Advised Fund to Give To Charity