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Generosity & giving

Sharing with others lets you give from the heart and support what matters to you.
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Generosity & giving
Tools for tax-efficient charitable giving
Americans’ charitable donations increased by 4% in 2021, according to an August 2022 report from Giving USA. That may not sound like a huge leap. But when you consider skyrocketing inflation rates, the stock market roller coaster ride and the hardships of the ongoing pandemic, it’s downright inspiring.
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Generosity & giving
Charitable giving: The options & benefits explained
Generosity & giving
What is a qualified charitable distribution (QCD)?
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Generosity & giving
What is a charitable gift annuity?

Helpful advice on making the most of all you’ve been given

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What is a beneficiary?
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Celebrate Black History Month
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Feb 2, 2023
How to observe and honor Black History Month year-round
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What is the difference between a will and a trust—and do you need both?
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Generosity & giving
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What's a CRUT? Your guide to charitable remainder unitrusts
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Life insurance for estate planning: 5 things it can help you accomplish
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Maximize your charitable donations
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Live your legacy
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