2016 Election Report

Recent law changes allow you to make a once-in-a-lifetime transfer of up to $55,000 directly from your IRA to fund a Charitable Gift Annuity– turning your assets into guaranteed income for you and a lasting gift for life.  Consult with one of our charitable gift annuity partners or your IRA account custodian for details.

As always, we encourage you to seek the counsel of your attorney, tax advisor, or financial planner regarding all gift and estate planning matters for your unique circumstances.  Their guidance, combined with your charitable intentions, will ensure that your legacy provides meaningful benefits for both your loved ones and the causes closest to your heart.