Top 10 Myths About Planned Giving and the Truth Behind Them
Debunk common misconceptions about planned giving, from who can participate to the tax benefits involved.
How to Incorporate Charitable Giving Into Your Estate Plan
Create a lasting legacy by incorporating charitable giving into your estate plan with bequests, charitable trusts, or beneficiary designations.
How to Establish a Giving Budget That Aligns with Your Financial Goals
Learn how to set a giving budget that matches your financial capacity and charitable goals, ensuring your philanthropy fits your lifestyle and priorities.
How to Define Your Philanthropic Goals and Priorities
Learn how to establish clear philanthropic goals to support causes, organizations, and communities that matter most to you.
Have You Addressed Blended Family Dynamics in Your Estate Plan?
Learn how to navigate blended family dynamics, like stepchildren and ex-spouses, in your estate plan to ensure clarity and fairness.
Does Your Estate Plan Include All Essential Documents?
Ensure your estate plan covers essential documents like a will, power of attorney, and advance healthcare directive. Find out what you might be missing.