BlogPrevious PostsCelebrating National Estate Planning Awareness Week: October 20-26, 2025 October 2025 Did you know National Estate Planning Awareness Week starts October 20? Read more to see four questions you should consider to ensure your estate plan is complete. The Reconciliation Bill: New Rules for Charitable Gifts September 2025 Do you know how the new tax laws will affect your charitable giving opportunities and benefits? Read more to maximize your tax savings while realizing your philanthropic goals. August Is National Make-A-Will Month—Time to Make the Most of Your Will Power August 2025 If you’ve been putting off creating or updating your will, August is the perfect time to ensure your plans are in place. Read more about the importance of having an up-to-date will. Alphabet Soup and Timing: 70½, IRA, 108, QCD, 73, RMD, 25 July 2025 Do you know how to ensure tax benefits and maximum impact from your IRA charitable rollover? Read more to learn how to best time your gifts and much more. Three Strategic Giving Options in Times of Market Volatility June 2025 Even in times of economic uncertainty, there are tax-smart giving options for the charitably minded. Read more to learn how to maximize your philanthropy in a volatile market. Petunias, Tulips, and Philanthropy: Annual and Perennial Ways to Make a Charitable Impact May 2025 Have you ever considered how annual and perennial flowers are like annual and planned charitable giving? Read more to learn ways you can support our mission now and in the future. Things Your Tax Return Wants You to Know About Tax-Smart Charitable Giving Opportunities April 2025 Tax Day, April 15, 2025, is right around the corner. For those who have already filed their taxes, the die is cast for 2024. Three Strategies for Letting Your Personal Passions Help Fulfill Your Charitable Goals March 2025 Do you want to learn more about making the most of your charitable giving? Read more for three strategies to let your passion help guide your generosity. Three Smart and Simple Ways to Make a Charitable Gift from Your IRA February 2025 Have you considered these easy ways to support our mission with tax-wise gifts from your IRA? Read more to learn about three popular ways to give. An Estate-Planning Team Can Help You Best Achieve Your Personal and Philanthropic Goals January 2025 Do you have a complete estate-planning team to help ensure you best achieve your goals? Read more to learn how each team member contributes to your legacy planning. There Is Still Time to Plan for a Happy New Year with Tax-Smart Charitable Giving December 2024 Did you know there is still time to take advantage of powerful year-end charitable planning strategies? Read more to learn how these gifts could also generate tax savings. Timing the Delivery of Your Year-End Gift to Ensure It Qualifies for a Charitable Tax Deduction November 2024 Do you know the IRS delivery rules to ensure a year-end charitable gift qualifies for a tax deduction? Read more to find out and to learn about three smart giving opportunities. Celebrating National Estate Planning Awareness Week: October 21-27, 2024 October 2024 This month we celebrate National Estate Planning Awareness Week. Read more to learn why having a complete estate plan is so important and for tips on what your plan should include. © Pentera, Inc. Planned giving content. All rights reserved. |