Nowhere is wisdom more necessary than in the guidance of charitable impulses. Meaning well is only half our duty; thinking ...

Around the Capital Region, ten wooden tokens were hidden by Iron Tree Financial, a firm located in Latham. Mark Esslie, the ...

The days grow longer and gardens blossom as the season of spring brings a sense of rejuvenation, and for many, a time of ...

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on qualified charitable distributions (QCDs).

The recent volatility in the stock market, ongoing trade wars, and talks of further increases to the federal debt ceiling ...

A high-profile critique of elite philanthropy overlooks the real reason people give—and how estate and tax planning can align ...

U of A alumnus Nate Looney has been named executive director in the Office of Planned Giving effective May 8. In his new role as executive director, Looney will work with alumni and friends of the ...

Whether clients choose to give specific sums to charities during life or at death, charitable giving allows individuals to ...

That lost $100,000 could save your sister $500,000.

That lost $100,000 could save your sister $500,000.

Erie Insurance has established the Erie Insurance Foundation, a private charitable organization aimed ... as the Erie Service Corps and a Matching Gifts program that contributes to employee ...

The Charitable Gift Annuity (CGA) enables donors to be philanthropic while also securing an income. Like a charitable trust (CRT), the gift annuity contract transfers an asset to UHCOP, and in return, ...