Planned Giving

Blog

The Season of Life, the Gift of Life Insurance
Posted May 2018

Your taxes are paid, the flowers are blooming, those April snow showers are a distant memory as spring takes full hold.

Read more »

Share This Post: 

It’s Tax Filing Season: Did You Take Advantage of Financial and Charitable Strategies?
Posted April 2018

If March Madness describes the three-week college basketball tournament that ends April 2, then April Madness describes tax time.

Read more »

Share This Post: 

So Where Are Your Most Important Estate-Planning Documents?
Posted March 2018

For most of us, encountering one of life's milestones prompts us to prepare a will—and we finally go through the process of assigning assets to our loved ones and charitable beneficiaries.

Read more »

Share This Post: 

Six Steps to Getting Your Estate Plan in Order in the New Year
Posted February 2018

Sometimes things you don't address today can come back to haunt you tomorrow.

Read more »

Share This Post: 

« View Previous Posts »

Next Steps

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer