It’s Time to Plant Your Garden … And Your Estate!Posted June 2022
Do you know the four important steps that gardening and estate planning share? Read more to learn how to achieve best results when planting your garden and planning your estate.
Read more »
Making the Pieces Fit: How to Solve a Gift-Planning PuzzlePosted May 2022
Do you know how to make all of the pieces of your gift-planning puzzle fit together to meet your charitable goals? Read more to learn how to ensure your plans are fulfilled.
The Importance of a Plan B: Alternative Gift Options to Ensure Your Goals Are MetPosted April 2022
Do you have a “Plan B” for your charitable giving intentions? Read more to learn about three ways you can create a back-up plan to make sure your goals are achieved.
Who Are the Three Primary Members of Your Charitable-Planning Team?Posted March 2022
Did you know that charitable giving can be like a team sport? Read more to learn how to assemble the best team to help you achieve your philanthropic goals.
Password Management: A Key Element of Estate PlanningPosted February 2022
How many passwords do you currently have? Have you ever had to have a password reset? Read more to learn why password management is an important part of any estate plan.
3 Strategies for Letting Your Passion Guide Your Giving in 2022Posted January 2022
Do you want to make the most of your charitable giving in the new year? Read more for three strategies to let your passion help guide your generosity.
Coming in the New Year: Lower Required Minimum Distributions from Retirement PlansPosted December 2021
Do you know how the new required minimum distributions will affect your long-term personal and charitable plans? Read on to learn more about the changes coming in 2022.
6 Charitable Opportunities to Consider for Your Year-End Gift PlanningPosted November 2021
Do you know how to make the most of your year-end gift planning? Here are six charitable opportunities to keep in mind.
Celebrating National Estate Planning Awareness Week: October 18-24, 2021Posted October 2021
More than 50% of Americans need to update or create their estate plans. If you are one of them, you may recognize these common situations.
The Many Benefits of Making Charitable Gifts Through Your EstatePosted September 2021
Giving through your estate can be done in a variety of ways—and may possibly be the best way to achieve your charitable goals.
Do You Have a Beneficiary Backup Plan?Posted August 2021
In addition to needing a will, you need a beneficiary backup plan to make sure your assets are distributed according to your wishes.
You Can Make a Charitable Gift That Keeps Your Options OpenPosted July 2021
Bequests and beneficiary designations are gifts where you can change your mind if you need to.
When Considering a Charitable Gift, Ask Yourself These Four QuestionsPosted June 2021
How much should you give? When? To which charities? With what assets? Find out what you should consider when answering these four key questions.
“I’m Booked!” The Optimism of George Burns Can Help You Complete Your Estate PlanPosted May 2021
Estate-plan procrastination is common among Americans, but George Burns’ optimistic look at the future can serve as inspiration.
Spring, and Every Other Season, Can Inspire Your Charitable GivingPosted April 2021
What inspires your charitable giving? This article shows how each season of the year may inspire you.
It’s Almost Spring - Time for “Spring Cleaning” of Your Charitable and Estate PlansPosted March 2021
Here are some suggestions for your spring to-do list, including looking at your estate plan and your charitable plans.
Payback: We Like to Help the Charities That Helped Us—And Sometimes We Can Benefit AgainPosted February 2021
Our sense of fair play inspires us to “pay back” the organizations that have supported us—and our gift can have tax benefits.
« View Recent Posts »
© Pentera, Inc. Planned giving content. All rights reserved.Disclaimer