Publications
Click below to view a current and past issues of our mailers and newsletters focusing on planned giving fundamentals.
- March 2023 "Legacy Gifts" Mailer
- October 2022 "Year End" Mailer
- March 2022 "Will Planning" Mailer
- November 2021 "Year-End" Mailer
- April 2021 "Tax Tips" Mailer
- October 2020 "Year-End" Mailer
- February 2020 "Three Options" Mailer
- October 2019 "Year-End" Mailer
- July 2019 "IRA Gifts" Mailer
- March 2019 "Tax Tips" Mailer
- Fall 2018 Newsletter
- Summer 2018 Newsletter
- Spring 2018 Newsletter
- Fall 2017 Newsletter
- Summer 2017 Newsletter
- Spring 2017 Newsletter
- Summer 2016 Newsletter
- Spring 2016 Newsletter
- Fall 2015 Newsletter
- Summer 2015 Newsletter
- Spring 2015 Newsletter
- Fall 2014 Newsletter
- Summer 2014 Newsletter
- Spring 2014 Newsletter
- Fall 2013 Newsletter
- Summer 2013 Newsletter
- Winter/Spring 2013 Newsletter
- What You Should Know About Recent Changes in the Tax Law (2012)
- Fall 2012 Newsletter
- Summer 2012 Newsletter
- Winter/Spring 2012 Newsletter
- Fall 2011 Newsletter
- Summer 2011 Newsletter
- Spring 2011 Newsletter