Do you want to spend your retirement sitting back or giving back? Retirees who donate to causes don't just benefit from tax breaks—they often find that charity work keeps their social and emotional lives healthy as well.
But getting the most out of your giving will require a plan that goes beyond just writing checks. We can help you get started.
FIND YOUR PASSION
Why do you want to give? What causes matter most to you? How can you make the biggest impact? What might stop you from giving? Exploring those questions can help you figure out where to give and what strategies are best for achieving your goals.
plan for your
retirement needs first
Some people are hesitant to give because they're afraid of running out of money. Our advisors are here to help you work through your needs to create a plan that tackles the culprit most likely to deplete any nest egg: health care, especially long - term.
create a giving budget
What you’re spending on health care and retirement directly affects what you can give. Including charitable gifts as a separate line item in your plan can make it easier to continue giving and may even increase donations.
start giving during
your working years
You may know what you’re retiring from, but what will you be retiring to?
Test drive charitable projects before retirement to see which bring the most satisfaction and fill your time the way you want it to be filled.