Gift Legacy eNewsletter January 4, 2020

Learn how you can support our cause, benefit yourself and your loved ones with a planned or major gift. Discover how you can take advantage of tax and financial benefits while creating your personal legacy.

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About Bequests	How to Give	What to Give

Dear Friend,

You are receiving this informative eNewsletter as service we are providing to our friends and supporters. You will find up-to-date, helpful information on topics that impact your quality of life, your finances and your legacy. We are pleased to share with you the latest news from Washington, Savvy Living, Personal Planner, gift stories, finance news, and timely articles. Please contact us if we can run a proposal or be of assistance.

Tony Reyneke
Development Director

Personal Planner

Trusts to Protect Children
Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child.
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Savvy Living

How to Choose the Right Hospital for You
I need a hip replacement and want to find a good, safe hospital to have it done. What resources can you recommend for evaluating hospitals? I do not currently have a doctor.
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Donor Story

Fixed Income for Retirement
After working for decades as a pediatrician in a small town, Patricia is ready to retire.
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Washington News

IRS Publishes 2020 Business, Moving, Medical and Charitable Mileage Rates
In Notice 2020-5, the IRS announced mileage rates for use in computing deductability in 2020. The 2020 mileage rate for business is 57.5 cents per mile. The rate is 17 cents per mile for moving and medical travel. For qualified charitable travel, the rate is…
Read More »

Finances

Resources Connection Posts Earnings

Treasury Yields Fall as Mideast Tensions Rise

Mortgage Rates Tick Downward

Thank you for your interest in planned giving. To access any of our resources, please go to our website.

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FREE ESTATE PLANNING GUIDE

It’s never too late to plan for the people and causes you care about. Our easy-to-use estate planning guide can help you gather the information you need before meeting with your attorney.

Download Guide »

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PLANNED GIVING CALCULATORS

Use our online calculator to view the tax and income benefits of making a gift to support our cause. This can help you determine the best plan to meet your needs and goals.

View Calculators »

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