Strategic Charitable Giving

In retirement, many individuals focus on strategic charitable giving to make a meaningful impact. This approach involves thoughtful planning to align donations with financial goals and retirement plans. By adopting a strategic approach to giving, retirees can maximize the efficacy of their contributions and leave a lasting legacy that reflects their values and goals. If you are new to the world of philanthropy, our workshop is a great place to start. Even if you are experienced with charitable giving, we will cover strategies that may be new to you, especially where tax benefits are concerned.

Topics Discussed:

• How to develop your personal philanthropic plan
• Even modest donations can be leveraged into worthwhile benefits
• Creative and tax-advantaged giving strategies to maximize your support and tax savings
• Better ways to give that benefit the charity and may be more beneficial than just writing a check
• Methods for choosing which causes/charities to support

Host or Publisher Retire SMART LLC