Looking for ideas to maximize your end of year giving? Follow along with us as we cover 12 tips for giving this Christmas season. Missed the tips from the first 8 days? Check out days 1-4 here and days 5-8 here. Day 9: Review Your Previous Year of Giving What...
Looking for ideas to maximize your end of year giving? Follow along with us as we cover 12 tips for giving this Christmas season. Missed the tips from days 1-4? Check them out here! Day 5: Donate your RMD Have you considered donating your Required Minimum Distribution...
Looking for ideas to maximize your end of year giving? Follow along with us as we cover 12 tips for giving this Christmas season. Day 1: Donate Appreciated Assets Donating appreciated assets to charity is an excellent way to support the causes you care about. A...
Written for the Succession Advisors website Qualified Personal Residence Trusts (“QPRTs”) Can be Used to Effectively Transfer an Interest in a Residence A QPRT is a trust that may be used to transfer an interest in a principal residence and/or one “vacation home” on a...
By Mary Quilici Aumack, CEO In April of this year, we lost my “baby” brother, Joe. It was unexpected and sudden. L to R: Mary’s sister, brother and Mary in their St. Justin School uniforms Joe was the youngest of the six Quilici children, and the only boy....
A simple idea for multi-generational charitable flexibility We have seen increased interest in including Donor Advised Funds as part of donors’ charitable estate gifts. They can be set up during the donors’ lifetimes (and added to upon their death) or simply created...
