Planning Matters

Volume 1, Issue 1 - Giving Retirement Assets to Charity, Tax-Free

Help your clients make the gift of a lifetime, during their lifetime.

Volume 1, Issue 2 - Assisting Your Clients With Year-End Giving

Do you have a client who could benefit from a charitable deduction this year but who isn't sure about which charities to support?

Volume 2, Issue 1 - Component Fund or Individual Trust?

As a professional advisor your clients look to you for tax-wise advice regarding a variety of issues, including how best to structure planned gifts for charity.