7 Questions to Ask a Nonprofit Before Making a Major Gift
Before clients make their charitable intentions official, we encourage them to do a little research on and ask a few questions about the organizations they want to remember with a bequest or other planned gift.
6 Non-Cash Giving Strategies
We often share that 91 percent of an average American’s estate is made up of non-cash assets like real estate, retirement funds, stocks, securities, or business- or farm-related goods. It’s […]
Things to Know Before Setting Up a Trust
What is a trust, and how does it work with a legacy plan? Where does a will fit in? These are all powerful documents, and it’s important to understand how […]
Top 5 Tax-Effective Ways to Give at Year-End
As you begin to make year-end giving decisions, you might wonder how to make the biggest bang with your philanthropic buck. Here are some ideas for giving in a big way, even without impacting your day-to-day cashflow.
Plan (and Fund) Your Own Funeral As a Gift to Your Family
When you make key decisions about how you want to be remembered, you’ll make it the celebration you want while eliminating a significant burden for your family.
Legacy and Estate Planning Basics
We function as third-party consultants, “sitting in the middle” with clients as they create a legacy plan that celebrates their values and what makes them unique, while maximizing how they’re […]
Non-Cash Gifts: The Future of Philanthropy
Did you know that less than 10% of America’s wealth is held in cash? It’s true. Most of our assets are things like real estate, retirement accounts, and stock portfolios. […]
Think Outside the Box: Creative Ways to Support Charity
In our work, we meet with very diverse families, of all means and lifestyles. As we help them consider all the ways they can support the causes they love, sometimes the options surprise people. Here are a few non-cash ways to support charity through your estate.
How to Tell a Nonprofit You’re Leaving a Legacy Gift
You want your favorite nonprofits to be able to plan for your future gift, but you don’t want to be treated weirdly in the meantime. Here’s a primer on how to bring them up to speed—and what to expect in return.
What Are Charitable Trusts?
A charitable lead trust is an irrevocable trust designed to provide financial support to one or more charities for a period of time, with the remaining assets eventually going to family members or other beneficiaries.