February 04, 2020 Allied Health, Winter 2020 21 1200x800

Make-a-Will Month: A Good Time to Get Started

Do you have a will? According to Trust & Will’s 2026 Estate Planning Report, 56% of adults in the U.S. have no estate planning documents at all. Writing or updating a will is easy to put off. Instead of looking at it as a daunting task, though, it helps to see a will or living…

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February 04, 2020 Allied Health, Winter 2020 21 1200x800

A Thoughtful Way to Give and Receive

Many people reach retirement wanting two things—dependable income and the opportunity to make a meaningful difference. If that describes your situation, it might be worth exploring the many benefits of a charitable gift annuity (CGA). This gift not only supports our work but also provides guaranteed income payments for life along with attractive tax advantages.…

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February 04, 2020 Allied Health, Winter 2020 21 1200x800

Get More from Your Giving

Making a meaningful impact isn’t always about giving more. Often, it’s about giving differently. While cash gifts are valuable, taking a few minutes to explore other assets and giving strategies may allow you to accomplish even more than you might expect. Thoughtful planning can provide tax benefits, preserve cash flow, and even create a lasting…

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February 04, 2020 Allied Health, Winter 2020 21 1200x800

Memorial Giving: Making Charity More Personal

Memorial Day is a time to honor those who gave their lives in military service. It’s a moment of reflection rooted in gratitude and remembrance. That same spirit of remembrance can inspire how we honor the people who have shaped our own lives. A charitable gift in honor or memory of someone special is a…

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February 04, 2020 Allied Health, Winter 2020 21 1200x800

Use This Tax Season to Plan Your Giving

Tax season tells you more than just what you owe. It also reveals opportunities to make smart decisions now that can improve your giving efficiency and next year’s taxes. While the numbers are still fresh, take the time to look closer and decide what type of charitable gift will best support your financial and philanthropic…

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