Monthly Archives: February 2013

Recent research shows that 89 percent of gifts in estate plans are charitable bequests.  In fact, a charitable bequest is an ideal way to fulfill a lifetime of charitable giving for your favorite charity, church, alma mater, or other cause.  … Continue reading →

Hmmmm, a loan… “You want me to make a loan to my favorite charity?” YES! Okay, so it goes by another name – but that’s the idea. Here’s how it works: You want to do something for a charitable organization … Continue reading →

The financial markets seem to be moving in a good direction recently – maybe a good sign that we’re on the right track. But, for many, portfolios are still not much above where they were in 2008 – and, in … Continue reading →

When you make a charitable gift to support a worthy organization’s work – whether it be to support your alma mater, your church, or an organization in your community that you want to help in a special way or for a … Continue reading →