A charitable gift annuity is an irrevocable planned giving arrangement in which up to two annuitants, generally the donor and their spouse, receive a regular payment for life based on the value of assets (which may be cash, securities or a variety of other assets) transferred to a 501(c)(3). After the donor’s death (or the […]
Tag: legacy building
Handing Down the Family Business
Ensure the longevity and success of your business by creating a strategy to transfer ownership. Don’t let your hard work go to waste by failing to envision the company’s future without you at the helm. Follow the advice below to properly plan the estate of your family business before tragedy strikes. What is estate planning […]
Creating a Family Philanthropic Plan
Philanthropy is a wonderful way to increase connection, share values and create meaning among family members. When you discuss your values and giving goals, your whole clan can find ways to make more of a difference. By involving your children and grandchildren in philanthropy, you’ll be gaining insights as everyone contributes information, broadening family members’ […]