Friday March 27, 2015

News

Thank you for your interest in California State University, Monterey Bay. Our hope is to serve you and your family with helpful information. More
Gifts with Life Income
Personal Planner
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is for a charitable gift. A donor...
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IRS Records for Charitable Deductions
Washington News
In IR-2015-48, the IRS outlined the required records for substantiating charitable deductions. The basic requirement is that gifts are made to a...
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Essential Legal Documents All Adults Should Have
Savvy Living
I would like to get my affairs in order. What legal documents are suggested for end-of-life plans? There are four or five essential legal documents...
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