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Current Featured Article
June 2013
Keep Bequests in Balance with Percentage Provisions
If you are like most of us, you probably have contemplated how much of your estate you would like to leave to the people and organizations important to you.
June 2013
Keep Bequests in Balance with Percentage Provisions
If you are like most of us, you probably have contemplated how much of your estate you would like to leave to the people and organizations important to you.
Previous Articles
Tax Freedom Day: Moving the Date
Higher Income-Tax Rates Can Mean Greater Savings
Charitable Bequests: Something for Everyone
Keeping Track of Capital-Gain Tax Rates
Low Rates Make Lead Trusts, Gifts of Income Interests Attractive
Tax Changes: Will They Work or Won’t They?
Facing a Mandatory Withdrawal from Your Retirement Fund?
Give Stock and Increase Its Basis
Giving in the United States: You’re in Good Company
7 Changing Life Circumstances That Should Prompt You to Take Action and Review Your Will
Thinking About Selling a Rental House but Don't Like Paying Tax on the Gain?
Supporting a Family Member Can Benefit Both Charity and You
Recently Retired? Create a Source of Additional Income That Can Increase—and Avoid Capital-Gain Tax
Next Steps
- Request a confidential conversation with a gift-planning
officer about gift plans or other options - Read about our donors and the gifts they've made
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