Donating Appreciated Stocks: A Tax-Efficient Giving Strategy

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When considering making a charitable gift, cash is often the first option that comes to mind. It’s as simple as writing a check or making a payment directly online. However, if you want to make a significant impact and receive a double tax benefit, consider donating appreciated stocks. This approach not only supports our mission…

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Spotlight on Giving

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How to Make Gifts of Real Estate Real estate (a home, vacation home, land, commercial property, etc.) is a potentially powerful asset to fund a charitable contribution, yet it is often overlooked. Do you own appreciated property you no longer wish to use or maintain but don’t want to pay the capital gains tax that…

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Spring Strategies for Your DAF

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Spring cleaning often includes a reassessment of little-used items. Have you just forgotten to use them, or are they destined to be donated or thrown away? If you reassess your finances, you may realize that you haven’t been making good use of your donor-advised fund (DAF). Don’t let this important tool sit idle. Now is…

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Your IRA: A Versatile Giving Tool

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Claw hammers are built for two completely opposite functions—pounding in nails and pulling them out. That claw isn’t an afterthought, but some people never notice it until someone points it out to them. Your IRA also has two different functions—saving and giving. If you are age 70½ or older, you might consider shifting from tax-advantaged…

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Planning Your 2026 Charitable Impact

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January starts the year with a clean slate. In this time of renewal, many people set intentions and make plans for the year ahead. Few resolutions are as impactful as the decision to make a difference. Early gift planning helps you align your giving with your financial and charitable goals. For many people, it’s a…

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Fast, Festive, and Tax-Smart Giving

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Twinkling lights, warm gatherings, and a generosity of spirit. During this busy season of celebration and reflection, it’s common to pause, show appreciation for important work, and look for meaningful ways to make a difference. If you are a classic last-minute holiday shopper, have no fear! Here are three easy, powerful ways to make an…

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The Gift of Gratitude

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Gratitude has a way of changing how we see the world. It centers us, even in the chaos of the season, and reminds us to pause and appreciate what matters most—family, purpose, and the chance to make the world a better place. At this time of year, we’re especially grateful for people like you, whose…

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