Welcome

Guidance for Financial Professionals

The Options in Charitable Estate Planning newsletter brings you informed, savvy guidance to keep you up to date on current and emerging gift planning opportunities. Find the latest articles below and check back for updates.

Latest From the Blog

New Resource: Pocket Tax Tables for 2021 and 2022

Tax planning and charitable giving go hand in hand. Sometimes, the issues are complex and require thoughtful analysis. Other times, you just need a straightforward answer or a helpful ...

Read more

Back to Basics: A Look at Charitable Organizations

“This is a football.” Imagine a professional coach telling his team—a team that almost won it all the year before—about the ball that was at the center of their ...

Read more

Customizing for the Best Fit: Blended Gifts

“Were you born in a barn?” This reproach was traditionally leveled at someone who left a door or a window open or was guilty of some other inappropriate or ...

Read more