Donors
Now that January has come and gone, how are you doing on your New Year’s resolutions? If you are like me, making New Year’s resolutions is easy; keeping them is a different story. Whether you did or didn’t make any resolutions this year, one you should make now is to create an estate plan (if…
Read MoreThe recent coronavirus crisis and wild market roller coaster may have caused you to scale back or halt your donation plans for your favorite charities. While this is understandable, there may very well be a fund available for you to continue or even increase your current or future giving that you had forgotten about –…
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As we reviewed recently, updating or completing an estate plan is something we do not like to think about but need to get done. Action steps include: Figure out the person(s) or place (like a bank) that you want to carry out your estate plans. Getting a plan done is nice, but someone will need…
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Let’s face it, there are things that we do not want to think about now or ever, but you and I know these things must get done. My friends, let’s move to the top of our “COVID-19 Get It Done” list and tackle job number one: estate planning. In times like this when all other…
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A Guide to Planned Giving In the new year, you may be working on getting your finances in order, going through paperwork, or making changes to your will. These are all important and responsible ways to prepare in a new year. Here’s another to consider: charitable donations through planned giving. The end of 2019 brought…
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When asked about his work, Tom Ayer likes to compare his role to planting trees. Ayer is CICOA’s first corporate and planned giving manager. “If you picture planting a tree out in the yard, in 20 years, you’ll have nice shade,” Ayer said. “In planned gifts, what we’re trying to do is to get people…
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Disclaimer: This guide is for informational purposes only. Always consult your tax, legal, or accounting advisors before engaging in any transaction. Have CICOA’s services positively impacted your life or the lives of family members? If you are retired, you may want to consider giving back to CICOA and satisfying your IRA required minimum distribution at…
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