Gift Planning Resources
Recent Issues of Talents Newsletter
- Spring 2025
Appreciation Can Go A Long Way
Blanchard Society - 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
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)