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June 2023
A Qualified Charitable Distribution May Reduce Taxes on Your Social Security Benefits

An IRA charitable rollover gift provides benefits you may already know about. Read more to learn how it could also reduce the taxable portion of your Social Security benefits.

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Why Now Is a Good Time to Make a Planned Gift with Appreciated Stock
Posted May 2023

Would you like to know the best way to make a tax-savvy charitable gift in the current market? Read more to learn about the benefits of giving appreciated stock.

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Three Deduction Opportunities to Consider This Tax Season
Posted April 2023

Do you know about these tax-saving opportunities to consider during tax season? Read more to learn three ways to deduct certain contributions and why others are not deductible.

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Stock Market Bringing You Dow(n)? Turn Losses into Wins
Posted March 2023

Do you know how to turn market losses into wins while also achieving your charitable objectives? Read more to learn about this tax-savvy giving strategy.

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When It’s Gone, It’s Gone—Or Is It?
Posted February 2023

Have you heard about this creative way to use life insurance in your estate planning? Read more to learn how this asset-replacement strategy can help you reach your goals.

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