New Provisions for RMDs Make It Easier to Support the Causes You Care About

The SECURE Act 2.0 was signed into law by President Biden on December 29, 2022. This legislation is designed to help Americans better plan for their financial future by expanding access to, and streamlining the administration of, many retirement plans. Beginning in 2023, the Act provides some exciting new provisions regarding Individual Retirement Account (IRA) … Continued

PCUSA Releases Statement on Responsible Investing

The Presbyterian Church (U.S.A.) Committee on Mission Responsibility Through Investment (MRTI) has published a statement on responsible investing in response to recent news and public discussion about a fiduciary’s responsibilities related to investments and the role of environmental, social and corporate governance (ESG). This statement outlines the church’s long history and influential leadership in the … Continued

Tips to Make Year End Giving Simple

This time of year is often called the Season of Giving, and not just because of the lovingly wrapped presents we give to family and friends at Christmas. In fact, 37% of all charitable giving occurs in the fourth quarter, with December accounting for over 20% of total donations for the year. Economic and demographic … Continued