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Guidance for Financial Professionals

The Options in Charitable Estate Planning newsletter brings you informed, savvy guidance to keep you up to date on current and emerging gift planning opportunities. Find the latest articles below and check back for updates.

Latest From the Blog

Turning a Tax Hit into a Tax Advantage: Gifts of Appreciated Assets

Some of life’s most profound moments occur when we approach what is broken as an opportunity to create something beautiful. Take, for example, kintsugi—the 400-year-old Japanese art of repairing ...

From Fair Food to Philanthropy: Unique Giving Options for Farmers and Ranchers

Nothing encapsulates the spirit of summer more than the fair, whether it’s a 167-year-old tradition like the Indiana State Fair, attended by nearly one million people annually, or a ...

More than Just Spaghetti: Exploring Differences in Life Income Gifts

If a researcher could travel back to the 1970s to ask average Americans about their pasta consumption, it is likely their responses would be fairly narrow: spaghetti and meatballs, ...