Reading Room

Foundation Home

Professional Advisors

International Leaders Scholarship Program

Forms for download


Account Login

Tuesday, February 9, 2010

Reading Room

Guide to Planned Giving

Click here to download.

Savvy Living

February - Week 2 - 2010 - Housing Help for Retirees Looking to Relocate

February - Week 1 - 2010 - Senior Driving

January - Week 4 - 2010 - Tax Help for Lower Income Seniors

January - Week 3 - 2010 - Glaucoma Sneaks Up On Seniors

January - Week 2 - 2010 - How to Choose and Use a Cane

January - Week 1 - 2010 - Pill Splitting: When it's safe, and when it isn't

Personal Planner

February - Week 2 - 2010 - Income for Surviving Spouse

February - Week 1 - 2010 - Helping Children Tomorrow

January - Week 4 - 2010 - Helping Children Today

January - Week 3 - 2010 - "Give it Twice" Trust

January - Week 2 - 2010 - Bequests to Charity

January - Week 1 - 2010 - Zero-Tax Cash Plus Trust

Donor Stories

Fixed Income for Retirement

Tax-Free Sale

Easy IRA Gift

Sale and Unitrust

Peace of Mind Gift Annuity

Family and Charitable Planning

The Retirement Unitrust

Part Gift and Part Sale

Current Gifts

Deferred Gift Annuity

Legacy Planning

Major IRA Gift

Gift Annuity for Real Estate

Flexible Deferred Gift Annuity

A Bequest to Further Good Work

A Bequest to Save Taxes

Capital Gains Tax Bypassed

Property Turns Into Income

Bequests

Leading for the Future

Washington Hotline

February - Week 2 - 2010 - White House Budget Changes Taxes

February - Week 1 - 2010 - Senate Increases Debt Limit to $14.3 Trillion

January - Week 4 - 2010 - Haiti Tax Deduction Passed

January - Week 3 - 2010 - Proposed Bank Tax to Pay for Troubled Asset Relief Program (TARP)

January - Week 2 - 2010 - Debate Over "Cadillac" Healthcare Tax

January - Week 1 - 2010 - Estate Tax Repeal?

Finance News

February - Week 2 - 2010
Stocks - Toyota Gives Favorable Report Despite Recall
Bonds - Treasurys Rise on Unemployment Report
Interest Rates - Mortgage Rates Remain Stable and Low

February - Week 1 - 2010
Stocks - Apple Unveils Much Awaited iPad
Bonds - Treasury Yields Rise on Signs of Recovery
Interest Rates - Mortgage Rates Remain Flat

January - Week 4 - 2010
Stocks - eBay Reports Rising Revenues
Bonds - Treasurys Fall on Economic Data Reports
Interest Rates - Long-term Rates Down for Third Week

January - Week 3 - 2010
Stocks - Intel Posts Huge Profits
Bonds - Treasurys Up on Low Inflation
Interest Rates - Fixed Rates Down Slightly; ARMs Mixed

January - Week 2 - 2010
Stocks - Best Buy Reports Record Revenue Growth
Bonds - Shorter Maturity Notes Rise on Job Losses
Interest Rates - Rates Slightly Lower in the New Year

January - Week 1 - 2010
Stocks - Oil and Natural Gas up at Year's End
Bonds - Treasurys to End Worst Year in Three Decades
Interest Rates - Slightly Higher Rates Remain Affordable