Blog


October 4, 2018

P.L.A.N. Your Gift

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 […]
October 4, 2018

The Gift of a Lifetime

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 […]
October 4, 2018

Life Income IRA Charitable Rollover Bill Introduced

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 […]
October 4, 2018

Boomers Driving Endowment Growth

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. […]
October 4, 2018

Four Options When Giving Real Estate

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 […]
October 4, 2018

Living Trusts Versus Wills

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 […]
October 4, 2018

Your Chapter on Philanthropy

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 […]
October 4, 2018

IRA and 401(K) Designated Beneficiary Options

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 […]