Guide to Planning a Charitable Bequest

August 17, 2020

By Tom Kennedy, CFP®: A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to pass to a charitable organization. Thoughtful planning will help you provide for the right Read More...
Charitable Giving Incentives Under the CARES Act

June 22, 2020

Presented by Michael G. Wendlandt:  With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable Read More...
Charitable gifting image depicts a man and woman holding a present.

December 26, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: For many, the holidays are a time for giving back—whether by donating to a favorite charity or Read More...
Charitable giving what to do before you donate depicts a man and child touching fingers

November 15, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Making a charitable gift can be a fulfilling experience, but it’s wise to do a little research before Read More...
Season Giving Strategies Image of Colorful Presents

November 4, 2019

For many people, the holidays are a time for giving back—whether that means donating to a favorite charity or helping out a family member Read More...
Plan your charitable giving image with people putting hands together in the middle of the group.

January 25, 2019

By Kris Maksimovich, AIF®, CRPC®: A new year has begun. It’s time to evaluate what worked well for you financially in 2018 and whether you need Read More...