Charitable Gift Planning

Making a generosity plan

Winterize Your Giving

Even though we may be in denial, winter is just around the corner and it’s...
A couple discussing their will

You Can’t Take It with You: The Benefits of Giving to Charity in Your Will

Jean Robichaud* remarried after spending several years as a widower. This happy change of circumstance...
farmer with corn

How to Make a Bigger Impact

There was a farmer who grew excellent quality corn. Every year, he won the award...
Smiling consultant with clients

The Freedom of Flexible Philanthropy

Donor-Advised Gifting Funds When a healthy tax refund and an inheritance left Bert and Sue...
female business partners

Generosity Strategies for the Self-Employed

Sisters and business partners, Janice and Jenn Nelson* run a small but thriving real-estate agency...
Mom and kids at computer.

Dollars and Sense

Good manners tell us that we shouldn’t talk about money because it isn’t polite. At the...