Planned Giving
Blog
Previous Posts
How Did You Do on the Finance 1040 Final Exam?
Posted May 2024
Did you know that you can reduce your taxes by being more intentional with your charitable planning? Read more for tax-wise giving options to consider this year
Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
Two Simple Ways to Make Tax-Wise Charitable Gifts from Your IRA
Posted April 2024
Giving from your IRA benefits you, your loved ones, and your favorite charitable organizations. Read more to learn about two easy, tax-wise ways to give.
Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
How to Make the Most of the Type and Timing of Your Charitable Gift
Posted March 2024
There are several factors to consider when choosing the timing and type of gift that best matches your circumstances. Read more to learn how to optimize your charitable giving.
Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
Maximize Your Philanthropy and Minimize Your Taxes with a Charitable Trust
Posted February 2024
Do you want to learn how to maximize your giving through the creative use of charitable trusts? Read more for strategies about making timely adjustments to your trust portfolio for that purpose.
Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
Planned Giving Possibilities: The New Year Is a Great Time to Review Your Options
Posted January 2024
The new year brings new opportunities to plan for the future of your loved ones and favorite causes. Read more for a review of four easy and tax-smart charitable giving options.
Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
Bunching Deductible Expenses This Year Can Ensure Greater Tax Savings for You
Posted December 2023
Do you know the benefits of “bunching” your deductible expenses into a single year? Read more to learn about this tax-savvy giving strategy for the charitably minded.
Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
Two Ways to Give from Your IRA—Including a New Opportunity for 2023
Posted November 2023
Have you heard about the new way to make a charitable gift from your IRA and receive income for life? Read more to learn about this new opportunity for 2023.
Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
Celebrating 15 Years of National Estate Planning Awareness Week: October 16-22, 2023
Posted October 2023
Do you know the essential elements of an estate plan? Read more to learn what they are and why estate planning is so important.
Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
70½ or Older? Use Your IRA Funds for Tax-Advantaged Giving
Posted September 2023
Charitable giving with retirement funds offers many tax advantages. Read more to learn about the benefits of annual and planned giving using IRA distributions.
Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
August Is National Make-A-Will Month—Is It Time to Create or Update Your Will?
Posted August 2023
If you have been considering creating or updating your will, now is the perfect time! Read more for helpful steps to ensure your will reflects your current personal and charitable goals.
Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
Do You Know the 6 Ways Your Assets Could Be Distributed?
Posted July 2023
There are six main ways to transfer assets through your estate, and five of them offer charitable opportunities. Read more for a detailed explanation of each.
Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
A Qualified Charitable Distribution May Reduce Taxes on Your Social Security Benefits
Posted June 2023
An IRA charitable rollover gift provides benefits you may already know about. Read more to learn how it could also reduce the taxable portion of your Social Security benefits.
Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
Why Now Is a Good Time to Make a Planned Gift with Appreciated Stock
Posted May 2023
Would you like to know the best way to make a tax-savvy charitable gift in the current market? Read more to learn about the benefits of giving appreciated stock.
Share This Post: |
Facebook
|
Twitter
|
LinkedIn
|
Next Steps
- Request a confidential conversation with a gift-planning
officer about gift plans or other options - Read about our donors and the gifts they've made
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer