Willamette University Gift Planning

The new year is a perfect time to create or review your estate plan. https://lnkd.in/gjYy_nUu #willametteuniversity #charitablegiving #giftplanning #plannedgiving

Implement powerful charitable planning strategies for 2025! https://lnkd.in/gb3FckuB #willametteuniversity #charitablegiving #giftplanning #plannedgiving

To ensure a gift is made in the most tax-wise way, it is important to be aware of the many nuances of the IRS rules for delivery of philanthropic gifts. #plannedgiving #QCD #RMD https://lnkd.in/g6FPiCFX

Celebrating National Estate Planning Awareness Week: October 21-27, 2024 #nationalestateplanning, #plannedgiving, #willametteuniversity https://lnkd.in/gTHjmrcz

Investment advisors agree that rebalancing a portfolio at a certain frequency is a smart practice. #plannedgiving https://lnkd.in/gXVnBM-7

Avoid Double Taxation for Your Heirs! Retirement plans are subject to double taxation when passed to heris. Instead of naming heirs, consider naming a charity. Pass other assets such as securities and real estate to your heirs. #giftplanning #estateplanning

Happy National Make-A-Will Month! #will #planning #estate #gifts #giftplanning https://lnkd.in/ex3Mrpgy

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Have you thought about ways to ensure you are making the most impactful giving? Try asking yourself these three questions. #giftplanning #impactful #giving #philanthropy https://lnkd.in/gDbtpuvV

Do you know about these few strategies that may be beneficial for planning this year and in future years? #taxseason #planning #stocks #opportunities https://lnkd.in/gBB7wSND