2025
Articles
Below
are several links to recently developed articles of interest to advance
your charitable estate and gift planning program.
Morgan
Stanley 2025 Income Tax Tables
Leaving
a Legacy: A New Look at Planned Giving Donors
American
Retirement Questions
Reviewing
charitable giving under One Big Beautiful Bill Act of 2025
Tax
Smart Gifting Strategies for 2025 PowerPoint presentation
(Power Point)
Timing
is everything when you use QCDs
Kiplinger
gift of Real Estate ad from Stand Up to Cancer
1
January Crescendo Charitable giving oppottunities in 2025
2.
February Crescendo Unitrusts-farm and crops
3.
March Crescendo Artifical intelligence in charitable giving
4.
April Crescendo Gifts of vehicles
5.
May Crescendo Generational charitable giving - Part 1
6.
June Crescendo Generational charitable giving - Part 2
7.
July Crescendo Charitable galas and auctions - Part 1
8.
August Crescendo One big beautiful bill act - Part 1
9
September Crescendo One big beautiful bill act - Part 2
10
October Crescendo Charitable Galas and Auctions, Part 2
Several scheduled conference
calls with current clients and follow up with gift annuity prospects.
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