In This Issue—Fall 2025

• Continuing the Tradition of Tzedakah
• 3 Stories About Smart Giving at Year-End
• The Story of Vivian - IRA to Charity: Increasing Tax Savings by Contributing the Right Asset
• The Story of Bill and Ruth - QCD: Saving Taxes When You Don’t Itemize Deductions
• The Story of Kris - Gifts of Stock Instead of Cash: Smart Assets to Give
• Steps to Plan Your Giving
• How the New Tax Legislation May Affect Your Gift Planning
• Rollover! Good IRA

KATHLEEN CEI PHOTO

3 Stories About Smart Giving at Year-End

We are always thankful for the privilege of sharing in the great tradition of year-end giving that plays such a vital role in the preservation of our mission. The reasons for such generosity at this time of year are often as varied as the circumstances our supporters find themselves in. The following pages will highlight three hypothetical scenarios that integrate the charitable inclination many Americans feel toward the end of the year with the possible circumstances they may be facing. The key to this integration is often planning. For seven more scenarios and a straightforward plan that will address each one, please request our complimentary guide, 10 Stories About Smart Giving - A Year-End Planning Guide.