Planned giving is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.
Planned gifts are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your death. More
Planning for a Financially Secure Retirement Being ready for a financially secure retirement takes planning that begins early and never really ends. Children grow up. Incomes rise or fall. The time left between work and retirement narrows. But let's focus on best practices during the ages of 55 to 69. More