Planned Giving Highlights

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November 2026

’Tis the Season for Giving—How Do You Share Your Social Capital?

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.

Celebrating National Estate Planning Awareness Week: October 19-25, 2026

October 2026

Are you interested in creative ways to ensure that your estate plan effectively meets your personal and charitable goals? Read more to explore some tax-smart options.

Planning with Stocks: Use Your Charitable GPS to Find the Exit Ramp to Savings

September 2026

Whether or not the value of your stocks and securities has grown, you can use them to fund charitable gifts and realize tax benefits. Read more to learn about three tax-savvy options.

National Make-A-Will Month: The Perfect Time to Create or Review Your Will

August 2026

Do you have a will that reflects your current personal and charitable goals? If not, now is the time to act! Read more for answers to four key questions about creating your will.

What Types of Assets Can You Give to Support Your Favorite Charities?

July 2026

What are the best types of assets to give to support the causes that mean the most to you? Read more to explore your options for tax-smart charitable giving.

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