Retirement is one of the most important milestones in life, and it deserves a memorable celebration. What would be a better way to celebrate than with a personalized, practical, or indulgent gift?

Do the same rules apply if I choose to purchase the gifts using my own personal funds? No, these rules do not apply to retirement gifts purchased with personal funds. They are only applicable if the ...

For some donors, a charitable gift annuity could be a way to meet charitable goals and ensure a stream of guaranteed income in retirement. “A gift annuity may not be a well-known tool ...