Lori Stevenson

Donor Advised Funds and Bunching Donor advised funds, which have been around for decades, have been growing in popularity among the … [Read more...] about Free Expert Tax Advice

Norma Jacob is a giving woman. She gave us our current president, her son, Dean Jacob. She also gives regularly — one might say religiously … [Read more...] about Gifting Distributions from Your IRA

No More Check Writing Brian Barger's philanthropy honors both the past and the future. A high school senior, Brian was the first to … [Read more...] about Recurring Automatic Gifts

The Best of Both Worlds -- Income Now, Charity Later A charitable gift annuity is a life income gift with components of both a charitable … [Read more...] about Charitable Gift Annuities

100-60=108 No, this isn’t “new” math. The above “equation” does, however, represent the power of endowment giving and … [Read more...] about How Endowment Giving Works

A number of employers in the Marion area (and elsewhere) encourage their employees’ philanthropy by offering a corporate match for donations … [Read more...] about Matchmaker! Matchmaker!