Tag: Gift Planning

Honoring Jan Clarke’s long career and years of meaningful connection and thoughtful giving

Jan Clarke was just a few years out of college when he got a call from his alma mater, a private Baptist school in southern Virginia, inviting him to interview for their first position dedicated to gift planning.

“I didn’t …

Six Smart Tax Moves for Year-End Savings

As the year winds down, so do our wallets – between holidays, travel, and other year-end expenses, it’s a costly time for many. Here are some simple strategies that can help you save on taxes and get yourself set up for financial success in the new …