Planned Giving


October 4, 2018

You May be Gone, but Your Money Lives on Through Planned Giving

You May be Gone, but Your Money Lives on Through Planned Giving By Jackie Jacobs Would you like to continue supporting your favorite charity, synagogue or […]
October 4, 2018

Five Reasons to Take the Endowment Path

Five Reasons to Take the Endowment Path By Jackie Jacobs There are many ways to establish an endowment fund. Some donors get started during life and […]
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 3, 2018

Living On Through Your Endowment

Living On Through Your Endowment By Jackie Jacobs One of the reasons donors create endowment funds is to perpetuate their values. For example, Sarah and Winston […]