Who are the named beneficiaries on your IRA, retirement accounts, or life insurance policies? If you don’t immediately know the answer, it’s time to do a quick review to make sure your choices reflect your current situation and wishes. Luckily, updating a beneficiary designation is simple, and your review may reveal a powerful way to…

Labor Day is behind us and pumpkin spice season is already underway, but December 31 still feels distant. When you’re planning a gift from your IRA, though, the end of the year can arrive quickly. If you are age 70½ or older, a qualified charitable distribution can offer valuable tax advantages. Starting the process now…

Do you have a will? According to Trust & Will’s 2026 Estate Planning Report, 56% of adults in the U.S. have no estate planning documents at all. Writing or updating a will is easy to put off. Instead of looking at it as a daunting task, though, it helps to see a will or living…

Many people own life insurance policies purchased years ago to protect their family. If circumstances have changed and you no longer need that protection, that same policy could become an easy way to support our mission and create a lasting impact without affecting your day-to-day finances. In some cases, it requires nothing more than a…

Get More from Your Giving Making a meaningful impact isn’t always about giving more. Often, it’s about giving differently. While cash gifts are valuable, taking a few minutes to explore other assets and giving strategies may allow you to accomplish even more than you might expect. Thoughtful planning can provide tax benefits, preserve cash flow,…