Gift Planning Resources
Tax Tip Videos
Noteworthy Articles
- How Seniors Can Donate More to Charity and Pay Less in Taxes (from the Wall Street Journal)
- Five Strategies to Keep Your Heirs From Blowing Their Inheritance (from Kiplinger's)
Booklets
Information Sheets
- Blanchard Society
- Charitable Remainder Unitrust (CRUT)
- Donor Advised Fund (DAF)
- Estate Review
- Gift Annuities
- Gift Planning Services Vehicles and Services
- IRA Qualified Charitable Distribution
- Strategic Giving
- Tax-Advantaged Retirement Account Giving
- Tax-Embedded Assets
- Wheaton College Trust Company
Recent Issues of Talents Newsletter
- Fall 2024
Variety in Real Estate Giving
How to Pass an Inheritance Well - Spring 2024
Testamentary CRUT: The Gift it Twice Trust
Real Estate Giving - Fall 2023
Legislative Changes
Easy Estate Giving - Spring 2023
Gift Annuities and Charitable Remainder Unitrusts
Legacy Scholarship
Donor Advised Funds