Newsletter

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Winter 2018

Inside:

  • Giving and Receiving
  • Prime Time for Planning
  • The Season for Giving Stock

Fall 2018

Inside:

  • Have Your Planned by Not Planning?
  • Sam Jackson Legacy Guild — as of June 30, 2018
  • Frank Doernbecher Legacy Guild — as of June 30, 2018

Summer 2018

Inside:

  • Gift Honors Mentor and Friend
  • New, Higher Gift Annuity Rates
  • A Planning Checklist
  • Five Reasons to “Insure” Your Giving

Spring 2018

Inside:

  • Smart Giving in 2018
  • Give and Take Care of Others
  • Tax-Free Giving
  • Giving After Tax Reform—7 Tips for Donors in High-Tax States

Fall 2017

Inside:

  • Everyone Benefits Through Thoughtful Planning
  • Smart Giving with Charitable Gift Annuities
  • How to Increase Retirement Income with Gift Annuities
  • Tax-Free Giving from Your IRA