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Articles on Planned Giving

  1. Family Planning at Retirement—A List for Your Adult Children
    It’s common for parents to feel reluctant to bring up their estate and burial plans with their adult children. A good first step for all parties is to consolidate important information in one location and  |  Read More »
  2. Gift & Estate Taxes for 2012
    NOTE This information is out of date. See a listing of recent tax-related articles for more current information about taxes and their fundraising implications. The gift tax annual exemption will remain at $13,000 for 2012.  |  Read More »
  3. Estate Tax Exemption Increased
    NOTE This information is out of date. See a listing of recent tax-related articles for more current information about taxes and their fundraising implications. The IRS announced the estate tax exemption for 2012 will be  |  Read More »
  4. Unintended Consequences
    On Monday, August 8, the independent ratings agency Standard and Poor’s announced a rating downgrade of the US. AAA rated insurers to AA+ with a negative outlook. This action was a result of the previous  |  Read More »
  5. Gift and estate taxes in 2011 and 2012
    As you may know, last week the President and Congress worked to enact a tax compromise. In part, the compromise impacts planning for gift and estate taxes. For tax years 2011 and 2012, the federal  |  Read More »