27 Jul
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Decide what to give

We commonly receive gifts in the form of cash, checks and electronic transfers. Cash gifts can be convenient for many people and are easily recorded through receipts and bank records. Remember that it is important to save all receipts for tax purposes.

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27 Jul
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About bequests

The charitable bequest is the most common means chosen to leave assets to qualified charitable organizations and institutions at death. This is because it is so widely known as a vehicle for property transfer.

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27 Jul
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Closely held stocks

If you hold stock in a closely held business, you may be able to use that stock as a powerful way to support our future. Closely held stock* is most often used to support our work in the form of an outright gift.

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27 Jul
  • By ancaflori
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Notes for LGBT Community

You’ve taken all the steps you can to share your life with the person you love. You’ve made a commitment to build a life together, but have you considered what might happen to your assets after your lifetime?

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27 Jul
  • By ancaflori
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What assets to give

The following represent the types of properties that may be used to make charitable gifts in appropriate circumstances. Check with us and your advisors if you are interested in making a gift of one of the following, as special rules may apply

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27 Jul
  • By ancaflori
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Year end giving

According to press reports, it now appears that comprehensive tax reform legislation may be enacted next year. As a result, those who enjoy tax savings from itemizing their charitable gifts and other deductions

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