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

Storm Chasers and SECURE 2.0

For most people, the threat of a tornado, hurricane, or other severe weather brings a sense of trepidation. These weather events are uncommon, unpredictable, and potentially dangerous, requiring people ...

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The Right Gift for the Right Time: Charitable Giving Options for Different Stages in Life

The audience is quiet in anticipation. The orchestra is seated and ready on the stage, waiting for the world-famous conductor to take the podium. Suddenly, a doorman from the ...

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Giving in an Uncertain Economy: The Strategic Tax Benefits of Charitable Giving

Antarctica is one of the most inhospitable places on Earth. It is covered by a sheet of ice and has recorded the world’s lowest temperature at -128.6 degrees Fahrenheit. ...

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