How do you decide what to give to charity, when, and on what conditions? Here’s a three-step checklist to help decide what elements of your estate to give to charity and how to do so:

“Forge your own future.” Wise words from a Norfolk school teacher who lived this out by investing in her community, her students, and now in future generations who visit a favorite New England [...]

Tim witnessed giving in a new way this year. He was entrusted to decide how to give away an entire estate to charity; this was his mission as trustee. What a joyful experience he found this to [...]

Would you like to make a large gift to a cause you believe in but need encouragement to make it happen? You don’t need a motivational pep talk to get you there; you just need the US Tax Code! [...]

Update: Now that the 2017 Tax Cuts and Jobs Act has become law, we’ve expanded upon the of Estate and Gift Tax laws for 2018 here. Congress is poised to enact a major tax law overhaul that [...]