Updates on how the SECURE Act affects retirement plans. How this new law brings important changes to your IRA.

When planning gifts, many individuals struggle to choose where and how to give.

Bequests from wills are the most common source of legacy gifts to charitable organizations. However, “gifts by beneficiary designation” are increasingly popular. They are simple and you can do them on your own.

The Cleveland Jewish community is one of the most generous in the United States and most of us give because we believe in the missions of the charitable organizations to which we donate.

I guess I’m old-fashioned. I still look forward to getting the mail every day. The occasional invitation or thank-you note is a pleasant surprise among the pile of bills, junk mail and advertising.

In a low interest-rate environment, a charitable gift annuity offers an attractive solution if you seek steady income, an attractive return and low risk. A CGA gives the added satisfaction of doing well by doing good.

Donor advised funds have historically provided individuals with a very effective tool for making philanthropic grants as well as maximizing tax advantages