Happy senior couple using digital tablet in kitchen at home

Planning for Change: Estate Reduction through Charitable Giving

The estate tax exemption doubled under the Tax Cuts and Jobs Act (TCJA) of 2017. With annual increases for inflation, it is now $13.61 million. However, this provision is scheduled to “sunset” at the end of 2025—if Congress doesn’t act, the exemption amount will drop into the $6-7 million range. If your estate is over…

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A couple meets with a financial advisor to discuss creating a trust.

Choosing the Right Trust: CRTs vs CLTs

Many donors want to support our work while providing for loved ones or meeting other planning goals. A charitable trust is a powerful giving tool that can provide many benefits for you and for us. The type of trust you choose depends on your personal goals.

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