News & Resources
Mar 14 2014
The inflation/interest rate cycle at a glance
Feb 19 2014
A gift can take many forms. Each has advantages and limitations.
Feb 05 2014
Lifetime giving allows you the immediate
satisfaction of seeing the recipient (the donee)
enjoy your generosity. For many people, this
is the most important reason for gifting.
Feb 03 2014
Whether the growth or value approach appeals to you--and you may prefer a combination of the two--you'll need criteria for implementing it.
Jan 25 2014
Giving to charity is not only personally satisfying, the IRS (and possibly your state) also rewards you with generous tax breaks.
Jan 13 2014
Setting up a private family foundation is complex and the assistance of an attorney is essential right from the start. The assistance of a tax professional experienced in handling nonprofit tax matters, and other consultants, managers, and staff members may also be required.
Jan 10 2014
A private family foundation is a legal entity
created, funded, and operated by a single
family for the primary purpose of making
grants to charities.
Dec 27 2013
The first step in investing is defining your dreams for the future.
Dec 26 2013
Retirement may seem a long way off, but it's never too early to start planning--especially if you want your retirement to be a secure one.
Dec 17 2013
For many people, saving for college is an intermediate-term goal. If you start saving when your child is in elementary school, you'll have 10 to 15 years to build your college fund.