planned giving

January 17, 2023

How to Donate Life Insurance Funds

Every year, millions of people donate cash and gifts in kind (i.e. goods and services) to their favorite nonprofit organizations (NPOs) and charities. These tangible gifts are most definitely appreciated by the receiving organizations. However, if you ever found yourself wishing you could do more as a donor, assets like life insurance are a convenient type of donation that can make a profound impact on a cause you care about.

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December 20, 2022

How an IRA Charitable Rollover Works

An IRA charitable rollover is a way for you make a donation directly from an Individual Retirement Account (IRA) to an eligible charitable organization. This type of planned giving comes with a number of tax benefits.

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August 8, 2022

Tips for Setting up a Will

Deciding what to do with a lifetime of assets isn’t easy, but we have helpful tips for creating a will as an act of love for your family.

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