In This Issue—Fall 2023

• Longtime Volunteer’s Estate-Plan Gift to Ensure Her Support Beyond Her Lifetime
• 3 Strategies You Need to Know for 2023 Year-End Tax and Charitable Gift Planning
• Impact of Inflation on Tax Brackets and the Standard Deduction
• Qualified Charitable Distributions
• SECURE 2.0 and Its Impact on Your Year-End Planning
• It’s a Great Time to Consider a Charitable Gift Annuity

It’s a Great Time to Consider a Charitable Gift Annuity

• Gift annuity rates increased in January 
• IRA assets can now be used to fund them 

Contact Jessica Anderson, major and planned giving officer, for a complimentary, no-obligation illustration at 630-725-2146 or legacygiving@mortonarb.org.