Who are the named beneficiaries on your IRA, retirement accounts, or life insurance policies? If you don’t immediately know the answer, it’s time to do a quick review to make sure your choices reflect your current situation and wishes. Luckily, updating a beneficiary designation is simple, and your review may reveal a powerful way to…

Many people reach retirement wanting two things—dependable income and the opportunity to make a meaningful difference. If that describes your situation, it might be worth exploring the many benefits of a charitable gift annuity (CGA). This gift not only supports our work but also provides guaranteed income payments for life along with attractive tax advantages.…

Memorial Day is a time to honor those who gave their lives in military service. It’s a moment of reflection rooted in gratitude and remembrance. That same spirit of remembrance can inspire how we honor the people who have shaped our own lives. A charitable gift in honor or memory of someone special is a…

Tax season tells you more than just what you owe. It also reveals opportunities to make smart decisions now that can improve your giving efficiency and next year’s taxes. While the numbers are still fresh, take the time to look closer and decide what type of charitable gift will best support your financial and philanthropic…

January starts the year with a clean slate. In this time of renewal, many people set intentions and make plans for the year ahead. Few resolutions are as impactful as the decision to make a difference. Early gift planning helps you align your giving with your financial and charitable goals. For many people, it’s a…