Blog


October 3, 2018

Your Will and Right Wording

Your Will and Right Wording By Jackie Jacobs Every once in a while I receive a phone call from an attorney wanting to know the full […]
October 3, 2018

To Restrict Or Not To Restrict, That is the Question

To Restrict Or Not To Restrict, That is the Question By Jackie Jacobs Every so often, a charity is fortunate enough to learn from a lawyer’s […]
October 3, 2018

Nine Questions and Nine Answers About Charitable Gift Annuities

Nine Questions and Nine Answers About Charitable Gift Annuities By Jackie Jacobs A Charitable Gift Annuity is a contract between you and a charitable organization. You […]
October 3, 2018

Charitable Gifts of Publicly Traded Securities

Charitable Gifts of Publicly Traded Securities By Jackie Jacobs Many people mistakenly believe that all donations of appreciated securities are deductible at full fair market value, […]
October 3, 2018

Irrevocable Life Insurance Trust

Irrevocable Life Insurance Trust Many people aren’t aware that the Internal Revenue Service can include proceeds from their life insurance policies in their estates for tax […]
October 3, 2018

The Amazing Charitable IRA Rollover Gift and Bunching Strategies

The Amazing Charitable IRA Rollover Gift and Bunching Strategies By Jackie Jacobs IRA Rollover: If you are at least 70 ½ years old, you can make […]
October 3, 2018

How Will Tax Reform Really Impact Charitable Giving?

How Will Tax Reform Really Impact Charitable Giving? By Robert F. Sharpe, Jr. In December 2017, Congress enacted the most far-reaching changes in the federal tax […]
September 28, 2018

Carve Your Name in Granite

Carve Your Name in Granite By Jackie Jacobs Endowment funds are like blocks of granite. They last. And last. One way you can extend your influence […]
September 28, 2018

Where You Live Affects Your Taxes

Where You Live Affects Your Taxes A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to […]