Making a Difference
Philanthropy and Retirement Planning: A Good Fit
Thoughts about retirement—when to begin, what it will look like, and how to prepare for it—are a matter of perspective. Planning for a retirement that is several years away is significantly different from living in retirement with your career years behind you.
Whatever your planning needs and current situation, there are ways to combine philanthropy with retirement planning to help you reach important goals and objectives.
Where are you in the retirement planning process?
- Dreaming about retirement
- Carefully considering the best ways to manage accumulated assets
- Living in retirement and focused on your legacy
As you consider and address current planning needs, we invite you to take a few moments to review the gift planning ideas available on this website. You can request additional information, or contact us directly by phone or email. We are happy to help you further explore ways to make a difference in our mission through a thoughtfully planned gift.