Improve Charitable Giving with a Donor-Advised Fund
Donor-advised funds offer a flexible and tax-efficient way to support charitable causes, while maintaining control over how and when donations are distributed.
May 12, 2026
The Estate of The Union Season 4|Episode 8 is out now!
The Estate of The Union Season 4|Episode 8 is out now! Choosing the right trustee is one of the single most critical planning decisions you
December 3, 2025
The Estate of The Union Season 4|Episode 7 is out now!
The Estate of The Union Season 4|Episode 7 is out now! We continue our Conversations with Non-Profits series, where our listeners have an opportunity to
October 9, 2025
Combining Philanthropy with Estate Planning
Tax-efficient charitable giving allows you to support causes that matter to you, while reaping a financial benefit.
September 30, 2025
The Estate of The Union Season 4|Episode 6 is out now!
The Estate of The Union Season 4|Episode 6 is out now! We continue our Conversations with Non-Profits series, where our listeners have an opportunity to
September 11, 2025
Creating a Scholarship Fund Reduces Taxable Estate
Establishing a scholarship fund allows you to leave a lasting legacy, while also reducing estate taxes and supporting students in need.
August 12, 2025
The Estate of The Union Season 4|Episode 3 is out now!
The Estate of The Union Season 4|Episode 3 is out now! The Catholic cardinals are in the process of electing a new pope. While that
May 7, 2025
Many Ways to Include a Charity in Your Estate Plan
Charitable giving through your estate plan allows you to leave a lasting legacy, support causes you care about and create potential tax benefits for your heirs.
May 6, 2025
Strategic Gifting can Minimize Tax Liabilities for High Net-Worth Families
Gifting appreciated assets strategically can reduce tax burdens, maximize charitable contributions and preserve wealth for future generations.
March 17, 2025
Charitable Gift Annuities a Benefit to those seeking to Donate
It is a strategy that can address multiple financial and tax planning issues, while supporting the causes that matter most to you.
January 21, 2025