Browse Items (22 total)

  • Collection: 2.2 D The Navigator

An Enduring Family Legacy

Extend the Reach of Your Generosity Far into the Future

Includes removable mail-in card for complimentary copy of…

Spring 2010

Converting your Traditional IRA to a Roth? Charitable Planning Can Help

Tax Implications of Converting Your IRA to a Roth

Who…

Spring 2011

Tax Act 2010: Everything Old is New Again

IRA Charitable Rollover Extended Through December 31, 2011

Estate and Gift Taxes: New…

Grateful "Late Bloomer" Plans Bequest to Help Similar Students

Whatever Your Circumstances, Consider a Will

Leave Income for Heirs Plus a…

Lifelong Learners Also Lifelong Givers

Making Gifts Now...and Later

Giving for Income

Building a Bridge to Retirement

Changes are Coming for the Internal Revenue Service and the Tax Laws

How do You Determine What is Income?

Once Again, There are Five Tax…

Here's How You Can Efficiently Shift Assets to Family and Others

Plan Ahead to Transfer Assets to Others

Charitable Gifts Can Play Part in Asset…

The Language of Bequests

Let's Start with Specific Bequests

You Might Also Consider a Charitable Bequest

Peninsula Natives Support CNU

How Can You Preserve Your Assets?

Consider Donating Appreciated Property to CNU

Includes a form letter dated…

Scholarship Honors a Father's Legacy

Careful Planning Yields Benefits

Planning Your Gifts for Maximum Benefits