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

Everyday Heroes: Preparation and Philanthropy in a Time of Pandemic

In June 1894, an ancient virus swept through Rutland County, Vermont, causing 18 deaths and 132 cases of paralysis. This was America’s first large-scale outbreak of polio—a disease that ...

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The Business Lunch: Uncommon Facts About Charitable Deductions

“Let’s do lunch.” This short, seemingly innocuous invitation can carry a multitude of hidden meanings: Let’s talk about my upcoming project. Let me tell you about the changes in ...

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Charitable Gift Annuities: A Highway to Planning

Thor Heyerdahl was an adventurer. After serving as a WWII parachutist, he worked as an anthropologist in South America. Discovering cultural, religious, and oral history similarities between Polynesia and ...

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