Blog

Planning with Stocks: Use Your Charitable GPS to Find the Exit Ramp to Savings
Posted September 2026

Whether or not the value of your stocks and securities has grown, you can use them to fund charitable gifts and realize tax benefits. Read more to learn about three tax-savvy options.

Read more »

Share This Post: 

National Make-A-Will Month: The Perfect Time to Create or Review Your Will
Posted August 2026

Do you have a will that reflects your current personal and charitable goals? If not, now is the time to act! Read more for answers to four key questions about creating your will.

Read more »

Share This Post: 

What Types of Assets Can You Give to Support Your Favorite Charities?
Posted July 2026

What are the best types of assets to give to support the causes that mean the most to you? Read more to explore your options for tax-smart charitable giving.

Read more »

Share This Post: 

How to Leave a Charitable Legacy and Provide for Adult Children with Your IRA
Posted June 2026

It is possible to use IRA assets to provide for both loved ones and your favorite charitable causes. Read more to learn about the most tax-advantaged ways to arrange your gifts.

Read more »

Share This Post: 

« View Previous Posts »

 

Next Steps

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer