Planned Giving

Your contribution,
our future

Support a cause that's important to you with a planned gift
Put your assets to work with our tax-efficient charitable strategies
Take advantage of the many tax benefits of making a gift

Thursday June 25, 2026

Bills / Cases / IRS

Updated Trust Principal and Income Regulations

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Alternate Estate Valuation Date Proposed Regulations

Charitable Contributions of Patents and Other Intellectual Property

No Charitable Deduction for Trust Conservation Easement Gift

Lottery Prize Valued Using Section 7520

Charitable Trust Dividend Payouts Taxed at 15%

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Resources for Professional Advisors

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.