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October 4, 2018
P.L.A.N. Your Gift By Jackie Jacobs Planned giving is the process of making a charitable gift in a way that provides maximum benefit to the charity […]
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October 4, 2018
The Gift of a Lifetime By Jackie Jacobs A Charitable Gift Annuity is “the gift that gives back.” You give to a charity and you receive […]
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October 4, 2018
Life Income IRA Charitable Rollover Bill Introduced By Jackie Jacobs There is a strong likelihood that a new bill permitting IRA rollovers to life income gifts […]
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October 4, 2018
The Rules Have Changed…STABLE Accounts By Jackie Jacobs On June 1, 2016, Ohio became the first state in the country to launch STABLE accounts, which allow […]
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October 4, 2018
Boomers Driving Endowment Growth By Jackie Jacobs Baby Boomers, born between 1946 and 1964, contribute about 43 percent of all dollars given in the United States. […]
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October 4, 2018
Four Options When Giving Real Estate By Jackie Jacobs Real property values have been rising at a time when interest rates have remained low for an […]
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October 4, 2018
Living Trusts Versus Wills Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a large […]
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October 4, 2018
Your Chapter on Philanthropy By Jackie Jacobs Each of us begins life with a blank sheet of paper. Well, it’s more like a book of blank […]
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October 4, 2018
IRA and 401(K) Designated Beneficiary Options By Jackie Jacobs Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at […]
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