Many donors want to support the charities they love but fear not having enough income in their retirement. The answer may be a Life Income Plan. What is a Life Income Plan? A Life Income Plan is technically a Split-Interest Agreement between a charity and a donor. After… Read More

Thanks to a new law, financial partners age 70 ½ or older can once again make tax-favored charitable gifts from a traditional IRA or Roth account. The new law, signed on Dec. 19, 2015, retroactively extends the charitable IRA rollover for 2015—and makes the provision permanent… Read More