Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals. More
Bequests to charity are the most popular type of planned gift. A donor may retain assets during life and then leave a bequest to a charity.
A bequest to a charity should include the full legal name,... More
During the holiday season, the Internal Revenue Service and its Security Summit Partners warns consumers to protect themselves from potential identity thieves. This is a season for online shopping and... More