When I first heard about the Pension Protection Act of 2006, I thought that it would be useful to at least a few of our donors. So, as soon as we received word that the legislation passed, we put together a cover letter explaining the IRA rollover provisions as well as more detailed information from …Read More

In this article, I would like to share some practical pointers with you based on what I have learned in settling estates with charitable beneficiaries. Over years of monitoring more than 7,000 estates that include one or more charitable bequests, I think I have seen just about everything! Imagine opening your mail and finding a …Read More