Dec. 5, 2023
Integrating Charitable Giving Into Your Retirement Plan (Ep. 19)
Charitable giving not only feels good and leaves a positive impact on the world, but it can also provide financial advantages for retirees.
In this episode, Jim Kruzan, CFP®, CRPC®, uncovers multiple strategies to weave charitable giving into your retirement and estate planning. Whether you want to maximize your tax benefits or leave a lasting legacy, get ready to learn how to make the most of your contributions and amplify your impact.
Jim discusses:
- Biggest motivations to integrate charitable giving into retirement planning
- Commonly used giving strategies (charitable remainder trusts, donor-advised funds, qualified charitable distributions, and more)
- Ways to create a consistent income stream for yourself while giving to charity
- The importance of philanthropic due diligence
- Implications of gifting assets or stocks instead of cash
- And more
Resources:
- Warm Hearts & One Warm Coat with Beth Amodio (Ep. 18)
- The 5 Most Important Questions to Ask a Financial Advisor Before Hiring Them
- 7 Common Retirement Planning Mistakes (And How To Avoid Them)
- Start Designing Your Bigger Bolder Retirement
- Kaydan Cares One Warm Coat Drive
- One Warm Coat
- Charitable Remainder Trust
- Donor-Advised Fund
- Qualified Charitable Distributions
- Conducting Philanthropic Due Diligence
- Giving USA
- Candid.org
- CharityWatch.org
- CharityNavigator.org
Connect with Jim Kruzan: