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IRA Rollover

Did you know that you can reduce your taxes by making a gift from your IRA to SF State? The IRA charitable rollover permits individuals who are 70½ to roll over up to $100,000 directly...

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Personal Planner

Trusts for Creative Spenders

Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts...

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Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

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Washington News

IRS Will Pay Tax Refunds During Shutdown

In IR-2019-1, the Service stated it would open the tax-filing season on January 28, 2019. With the continuing government shutdown, many CPAs and tax preparers were concerned that the IRS might delay...

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