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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

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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The Nuts and Bolts of Planning a Charitable Gift

The Super Bowl is the championship game of the NFL, but over the years, it has also become a cultural event approaching national holiday status. Companies paid attention as ...

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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 ...

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