by Robert Shafis | Oct 23, 2023 | Estate Giving, estate planning, Planned Giving, Tax Planning | Donor Conversation, Planned giving, Planning
In 2026, a big change to the tax code will take effect. We recommend being mindful of this change, as donors may wish to review their plans.
by Richard Perry and Jeff Schreifels | Dec 1, 2021 | Analysis, estate planning, Patience | Economics, Planned giving, Return on Investment
Start taking steps now to develop the buy-in you need to create a successful planned giving program.
by Richard Perry and Jeff Schreifels | Dec 14, 2020 | estate planning, Planned Gifts, taxes, Year-end | Planned giving
Here’s “what needs to be done” on financial planning/charitable giving for the end of the year.