Three Reasons to Leave Money to Your Alma Mater
Learn why you might want to leave part of your estate to your alma mater college or university and what to consider when creating your estate plan.
Articles about Charitable Giving
Seven Steps to Creating a Charitable Remainder Trust
Some families wish to make significant charitable donations as part of their estate plan. For these families, a charitable remainder trust may be a good choice.
Should I consider making a charity beneficiary of my retirement account?
Changing your beneficiary to name a charity beneficiary, you may minimize the tax burden on your estate and on the beneficiaries.
Three Types of Tax Benefits From a Charitable Remainder Trust in Your Estate Plan
A popular way to make gifts by creating a charitable remainder trust. The following is an overview of the tax benefits of a charitable remainder trust..
What things should I consider if I want to name a charity in my estate plan?
As you create an estate plan, you may want to name a charity as a beneficiary. There are important considerations to review before proceeding.
Perpetual Gifts May Be an Inefficient Way to Give to Charity
Previously, wealthy citizens established a charitable foundation or trust as a means of reducing estate taxes and leaving behind a lasting legacy. Today, however, experts in philanthropy suggest that these “perpetual gifts” are a inefficient way to give to society.