Bequest—If you are looking for a way to leave a lasting legacy, consider naming us as a beneficiary of your will or trust. This is among the most popular ways to give back and allows you to continue to use your assets.
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A charitable gift annuity is a great way to support our mission while leaving a lasting legacy
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IRA Charitable Rollover—If you are 70 1/2 or older, an IRA rollover gift is a great way to support our mission, manage your income and taxes and simplify your charitable giving.
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Savvy Living
Do you know of any golfing equipment that can help older golfers? My dad, who is 76 and loves to play golf, but...
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Washington News
On June 7, 2021, the IRS published a notice that it plans to send letters to 36 million American families who may be eligible for Advance Child Tax Credit (ACTC) payments.
The ACTC payments were authorized by the American Rescue Plan Act passed in March. Letters will be sent to families who are eligible based on their 2019 or 2020 federal income tax returns or used the Non–Filers tool on IRS.gov to register for the Economic Impact Payment. These families may receive the Advance Child Tax Credit payments.
A second, personalized letter will be sent to these 36 million eligible families...
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Personal Planner
Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for...
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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
