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• Simplify Your Recordkeeping with a Donor Advised Fund

  

  No one wants to be audited by the IRS, but if it happens, you’ll be at an advantage if you’ve made charitable contributions through a Donor Advised Fund.

• Double Your Impact with a Give it Twice Trust

  

  Commonly referred to as a “Give it Twice” Trust, a Testamentary Charitable Remainder Unitrust is an excellent way to include both family and charity in your legacy planning. These trusts can help you spread out an inheritance to your heirs over many years, reduce estate and income taxes, while leaving a significant legacy to your favorite charity.

• Give Smart: Growing Your Donor Advised Fund

  

  Having a Donor Advised Fund helps you become more organized and strategic with your giving. As your philanthropic interests grow, there are a number of ways you can increase your Donor Advised Fund to enhance your giving plan and build a lasting legacy.

• Securing your Income with a CGA

  

  If you want to donate to charity but are concerned about how it might affect your income in retirement, you may want to consider setting up a charitable gift annuity (CGA).

• Use Your RMD for Good and Avoid Income Tax

  

  If you’re looking for a way to lower your taxable income, utilizing your IRA Required Minimum Distribution (RMD) for charitable giving may be the best option for you.

• Give Smart - The Best Laid Plans - Making Changes to Your Estate Plan

  

  No matter how thorough your planning was, life happens. People come in and go out of your life, interests change, and a cause that was of great importance a few years ago may be obsolete today. Even if life is going swimmingly, with no major changes, it is good to go over your plan with your financial advisor at least every three to five years. It may be a bit of a hassle to go through your entire estate plan, but if you’ve had any of the following life events, a review may be in order.