Charitable Gift Annuity

4 April 2024

Numbers Talk, Benefits of Legacy Funds & Philanthropy in the Spotlight

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11 March 2024

Tax Return Reviews & A Primer on Types of Charitable Funds

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6 February 2024

Gearing Up for Tax Time, Charitable Gift Annuities & a Love for Local

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9 January 2023

New Laws for QCDs, Changes for CGAs and Smart Charitable Strategies for 2023

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13 June 2022

Retirement Plan FAQs, Playbook for DAFs & Giving as a Wealth Strategy

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30 October 2017

5 Giving Vehicles to Jumpstart Your Philanthropic Journey

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