Planned Giving News Archives

2016
June 15 – Estate Gifts Can Leave Lasting Impacts
June 1 – Retirement Fund Assets Make a Perfect Planned Gift
May 11 – Helping Donors Create Their Legacy
April 27 – Experience and Flexibility is Key for Advisor
April 13 – A Trusted Relationship to Benefit Your Clients
March 30 – Assisting Clients with Financial Goals
March 16 – Financial Advisor Finding Multitude of Ways to Help Clients Give Back
March 2 – How a Financial Advisor is Working to Give Back
Feb. 16 – How a CPA is Helping Fulfill Her Clients’ Wishes
Feb. 3 – A Financial Advisor’s Best Tool for Helping Charitable Clients
Jan 20 – A Trust Officer Connecting Clients and Giving Back
Jan. 6 – How a Professional Advisor is Positively Impacting his Community

2015
Dec. 9 – How an Attorney Gets Clients Talking About Charitable Giving
Nov. 11 – Financial Planner Finds Avenue to Impact Lives
Oct. 28 – A Professional Advisor Helping Clients Fulfill Charitable Goals
Oct. 14 – Helping Younger Generations through Retirement Fund Assets
Sept. 30 – An Advised Fund is Music to the Community’s Ears
Sept. 16 – How the Benefits of a CRT are Twofold
Sept. 2 – Philanthropic Couple Finds Perfect Match in Advised Fund
Aug. 19 – How Advisors can Gain Valuable Ideas and Guidance
Aug. 5 – How a Charitable Gift Can Strike a Chord for Generations
July 22 – How a CRUT Can Help Build a Legacy
July 8 – How Planned Gifts Can Impact Generations
June 24 – Honoring a Family Legacy through a Gift of Real Estate Assets
June 10 – A Professional Advisor Helping Clients Leave Legacies
May 27 – Creating a Lasting Impact with a Charitable Remainder Trust
May 13 – Honoring a Family Legacy through an Advised Fund
Apr. 29 – Transferring a Private Foundation Offers Peace of Mind and Stress-free Giving
Apr. 15 – Helping Inspire Others with a Gift of Stock
Apr. 1 – How a Charitable Gift Can Benefit both Donor and Charity
March 18 – Endowment Helping Transform Young Lives
March 4 – Making a Difference through Charitable Gifts
Feb. 19 – OKC Tax Attorney Creates Charitable Legacy
Feb. 4 – Charitable Legacies Beyond a Lifetime
Jan. 21 – How a Donor Can Impact Future Generations
Jan. 7 – Supporting Her Passions through an Advised Fund