Wealth Management & Financial Planning

Wealth Management & Financial Planning

Charitable Gifting Strategies During Retirement

Consider This Program with Joe Clark, CFP and Adam Harter, CFA. In this segment we will cover:

Charitable contributions tend to come from income rather than assets. Your life changed with retirement, but your church or charity has the same expenses. Defining your charitable strategy in retirement is critical and allows you to make the best use of tax diversification you have created, QCD's and Donor Advised Funds, just to name a few considerations. The idea is to be able to make gifts without guilt and without fear of not having enough for your own financial future down the road.

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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