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Leave Your Mark Brochure
Help your clients change the world...or at least their part of it.
Our free booklet is designed to give your clients ideas for incorporating charity into their life plans. 

Order your free copies today. Or check out this brochure online.
 
If you have clients interested specifically in leaving a charitable bequest, you may want to order copies of our free bequest guide. Or you can check it out online.
 
Bequest brochure cover
 
 
 
March 2012

Did you know that in 90% of high net worth households women are either sole decision makers or equal partners when it comes to philanthropy?

 

Women also spend more time investigating charities, communicating with them and being involved. These findings come from a recent study produced by The Center on Philanthropy at the University of Indiana in partnership with Bank of Ameria and Merrill Lynch.

 

Click here to learn more about this fascinating study that highlights the power of women's philantrhopy.  

 

                                                               -- Nan Edgerton

 

Keep Current on Tax Extenders

 

As you likely know, the IRA Charitable Rollover expired at the end of 2011. Congress continues to examine this and other charitable giving incentives closely. 

 

The Independent Sector has created a webpage that features timely updates on activities related to reinstating Charitable Tax Extenders, including the IRA Charitable Rollover. The Independent Sector is a 600-member association of foundations, nonprofits and corporate giving programs that focus on the common good.

 

Click here to see what's new in the world of charitable legislation. This may be a page you want to bookmark since it is regularly updated.

Good Tidings Spring 2012The latest issue of the Good Tidings is available online. It features a look at our new Park Place neighborhood initiative.

 

If you didn't get the print version of our spring newsletter, let us know and we will send you a copy.

 

8 Timely Tips from the IRS
 

Just in time for the April 15 tax filing deadline, the Internal Revenue Service has released eight essential tips to help your clients make sure their charitable gifts are deductible.

 

Click here to view this helpful list, which provides valuable information for donors and their advisors.