Articles & Education
Stubborn and Stuck
By: Barry G. Allen- President & CEO Charitable giving from all sources in America in 2012, the…
12 Things To Do in 2013- Estate Planning For Supporting Children and Charity
12 Things to do in 2013- #6 -Barry Allen Estate planning option for supporting children and charity…
Inheritance: What Kind Are You Bequeathing?
By: Barry G. Allen- President & CEO The matter of inheritance is exceedingly important and a crucial…
Maximize Your Charitable Giving
By: Laurie Valentine- COO & Trust Counsel Maximize your giving impact by: * Determining if the causes…
12 Things to Do In 2013-Review Your Estate Plan
12 Things To Do In 2013 #5- By Laurie Valentine Review Your Estate Plans Advancing The…
Endowment Power
By: Barry G. Allen- President & CEO Do you know what an endowment fund is? Colleges, universities,…
A Popular Way to Give
By: Barry G. Allen- President & CEO Giving through donor-advised funds (DAF) is surging in popularity these…
The Other Transfer Tax
By: Laurie Valentine- COO & Trust Counsel While most people know there is a federal estate…
12 Things to do in 2013- Make a Legacy Gift
12 Things to do in 2013- #4-Barry Allen WHAT IS A “LEGACY GIFT?” These are the 5…
Memorial Gifts
By: Barry G. Allen- President & CEO Gifts made in memory of someone are among the most…
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