New Year – New Opportunities

Make Tax-Wise Gift Planning Your 2023 New Year’s Resolution!

-Resolve to reduce income taxes.
-Resolve to avoid capital gains.
-Resolve to increase your family income.
-Resolve to rid yourself of investment worries.
-Resolve to know the good work your charitable legacy is doing today.

Charitable Gift Annuity rates just increased effective January 1, 2023.

Plus, Congress just passed the Secure Act 2.0 which offers a unique one-time IRA-to-Charitable Gift Annuity opportunity.

Contact us today to learn more about charitable planned gift opportunities available this year.