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Dear Friend,
You are receiving this informative eNewsletter as a 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.
Emilye Pelow Corbett
Senior Advisor, Planned Giving Manager
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Personal Planner |
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Important Life Decisions
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year.
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Savvy Living |
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Medicare and Telehealth Visits
I do not drive anymore, so getting to the doctor’s office can be a hassle. My clinic suggested telehealth visits, but I am not very tech savvy. How does Medicare cover these kinds of appointments?
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Donor Story |
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Reduce Your Taxes with an IRA Charitable Rollover Gift
Margaret was a retired librarian. She volunteered at her favorite nonprofit several times a week and also made several donations each year. Margaret saw that her taxes were increasing and wondered how she could continue to do extra things like make charitable...
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Washington News |
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Identity Protection PINs Help Safeguard Taxpayers
As tax-related identity theft continues to be a significant concern, the Internal Revenue Service (IRS) is encouraging taxpayers to take advantage of the Identity Protection Personal Identification Number (IP PIN) program as an effective safeguard against...
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Thank you for your interest in planned giving. To access any of our resources, please go to our website. |
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