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Making the Pieces Fit: How to Solve a Gift-Planning Puzzle
Posted May 2022

Do you know how to make all of the pieces of your gift-planning puzzle fit together to meet your charitable goals? Read more to learn how to ensure your plans are fulfilled.

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The Importance of a Plan B: Alternative Gift Options to Ensure Your Goals Are Met
Posted April 2022

Do you have a “Plan B” for your charitable giving intentions? Read more to learn about three ways you can create a back-up plan to make sure your goals are achieved.

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Who Are the Three Primary Members of Your Charitable-Planning Team?
Posted March 2022

Did you know that charitable giving can be like a team sport? Read more to learn how to assemble the best team to help you achieve your philanthropic goals.

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Password Management: A Key Element of Estate Planning
Posted February 2022

How many passwords do you currently have? Have you ever had to have a password reset? Read more to learn why password management is an important part of any estate plan.

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