Saturday | December 4, 2021
One of our favorite things about the month of December is the focus on GENEROSITY. From putting some change in the red kettle to food drives to providing an extra gift for someone in need, we just seem a little more in tune with the needs of others and ways we can contribute.
December is also the time when many of us consider an extra gift to the ministries we support. As you think about ways honor Jesus this season, we invite you to consider some creative ways to give:
- Appreciated Securities – in addition to receiving a charitable income tax deduction, you will also avoid paying capital gains tax. We have been honored to assist our donors in giving over $1.5 million to various ministries in 2021 through gifts of appreciated securities.
- If you are 70 ½ or older, you can give through your IRA. These gifts can help meet your RMD and reduce your taxable income. We have helped to facilitate our clients in giving over $800,000 to various ministries in 2021 through these gifts.
We would love to talk with you about these types of gifts and answer any questions you have about your year-end giving. Contact us today to begin the conversation.
FINANCES
SAVVY LIVING
Social Security Calculators That Can Help You Decide When to Claim
Can you suggest some good resources that can help my wife and I determine the best age to start collecting our Social Security retirement benefits?
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PERSONAL PLANNER
Bequests to Your Favorite Charity
Bequests to charity are the most popular type of planned gift. A donor may retain assets during life and then leave a bequest to a charity.
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WASHINGTON NEWS
Protect Yourself From Holiday Scams
During the holiday season, the Internal Revenue Service and its Security Summit Partners warns consumers to protect themselves from potential identity thieves. This is a season for online shopping and an abundance of emails or texts from friends and family.
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DONOR STORY
Property Turns Into Income
Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.
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Content from Crescendo Interactive.
CONTACT US TODAY TO BEGIN THE CONVERSATION
We believe that with effective counsel and financial management, each person can multiply the impact of the resources entrusted to their care.
Hours
Monday: 8:00am – 5:00pm
Tuesday: 8:00am – 5:00pm
Wednesday: 8:00am – 5:00pm
Thursday: 8:00am – 5:00pm
Friday: 8:00am – 4:00pm
Saturday: Closed
Sunday: Closed