Blog

Previous Posts

Do You Know the 6 Ways Your Assets Could Be Distributed?
Posted July 2023

There are six main ways to transfer assets through your estate, and five of them offer charitable opportunities. Read more for a detailed explanation of each.

Read more »

Share This Post: 

A Qualified Charitable Distribution May Reduce Taxes on Your Social Security Benefits 
Posted June 2023

An IRA charitable rollover gift provides benefits you may already know about. Read more to learn how it could also reduce the taxable portion of your Social Security benefits.

Read more »

Share This Post: 

Why Now Is a Good Time to Make a Planned Gift with Appreciated Stock
Posted May 2023

Would you like to know the best way to make a tax-savvy charitable gift in the current market? Read more to learn about the benefits of giving appreciated stock.

Read more »

Share This Post: 

Three Deduction Opportunities to Consider This Tax Season
Posted April 2023

Do you know about these tax-saving opportunities to consider during tax season? Read more to learn three ways to deduct certain contributions and why others are not deductible.

Read more »

Share This Post: 

Stock Market Bringing You Dow(n)? Turn Losses into Wins
Posted March 2023

Do you know how to turn market losses into wins while also achieving your charitable objectives?  Read more to learn about this tax-savvy giving strategy. 

Read more »

Share This Post: 

When It’s Gone, It’s Gone—Or Is It?
Posted February 2023

Have you heard about this creative way to use life insurance in your estate planning? Read more to learn how this asset-replacement strategy can help you reach your goals. 

Read more »

Share This Post: 

3 Ways You Can Be a V.I.P.—A Very Influential Philanthropist
Posted January 2023

Do you know how to multiply your philanthropy by using social media? Read more to learn three ways you can use your influence to inspire generosity in others.

Read more »

Share This Post: 

Four Ways to Give Yourself a “Holiday Bonus” Through Year-End Charitable Giving
Posted December 2022

Would like to give yourself a “holiday bonus” while also supporting our mission? Read more to learn four ways to make strategic year-end gifts that benefit you and our organization.

Read more »

Share This Post: 

Four Tips to Help Achieve Your Personal and Charitable Goals This Giving Season
Posted November 2022

Do you know how to best achieve both your personal and charitable goals this giving season? Consider these ways to maximize your giving to benefit the causes you care about most.

Read more »

Share This Post: 

Celebrating National Estate Planning Awareness Week: October 17-23, 2022
Posted October 2022

Did you know National Estate Planning Awareness Week starts October 17? Read more to learn why creating your estate plan is so important.

Read more »

Share This Post: 

How Will You Spend Your Retirement Years?
Posted September 2022

Do you have a plan for the things you want to accomplish during your retirement years? Read more to learn how to create your legacy with thoughtful retirement and estate planning.

Read more »

Share This Post: 

Time to Take Action: August Is Make-A-Will Month
Posted August 2022

Is your estate plan complete? August is National Make-A-Will Month—the perfect time to write or revise your will. Read more to learn about the many benefits of a thoughtfully prepared will.

Read more »

Share This Post: 

4 Tips to Ensure Your Gifts Successfully Reach Their Intended Recipients
Posted July 2022

Do you know the four main reasons why end-of-life gifts may not come to fruition? Read more to learn how to ensure that your gifts are realized.

Read more »

Share This Post: 

« View Recent Posts »

 

Next Steps

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer