Wealth Planning

Different Ways to Give

Philanthropy is top-of-mind for many of our clients during the holiday season. In this theme, we are pleased to republish an article that Ken Dike, our Executive Director of Planned Giving Services, wrote for one of our nonprofit clients. Ken explains the differences between charitable gift annuities and charitable remainder trusts and answers common questions […]

Wealth Planning

Goodbye to the Stretch-IRA and Hello to Testamentary Charitable Gift Annuities and Testamentary Charitable Remainder Trusts

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) that went into effect at the beginning of 2020 aims to expand, preserve, and encourage retirement savings*. Surviving spouse of the deceased owner, Minor child of the deceased owner, Disabled person, Chronically ill person, and a Person that is not more than ten years younger […]

Wealth Planning

Planned Giving Tools for Meeting Your Philanthropic Goals

“Planned giving” is a broad term for charitable gifts made in conjunction with an individual’s financial or estate plan. These gifts are usually infrequent and relatively large. They can be outright gifts that are made available to the charity immediately, or they can be deferred to be used by the charity at a future date. […]