How to Maximize Your Retirement Plan Assets
Learn more about the many benefits of donating retirement plan assets.
Make the Greatest Impact at Any Age
Our planning checkpoints for charitable giving, arranged by age group, outline how to maximize your generosity to the causes that matter the most to you.
Growing Stock, Growing Generosity
If you own stock that increased in value since you purchased it, you have a unique opportunity for philanthropy.
A New Tax Strategy for Charitable Givers
If you want to plan your charitable giving to help exceed the higher standard deduction, consider bunching your gifts.
Are You Prepared for Tax Time?
Tips to help you prepare for your next tax appointment