Retirement and Personal Planning

Retirement is supposed to be the "happily ever after" phase of life, but it requires a great deal of preparation. Charitable retirees can structure their assets in ways that work for them and make a difference in our community.

A Gift from Your IRA — A Simple and Smart Way to Give

This e-book discusses the tax benefits of qualified charitable distributions, and the basics of gifting from an Individual Retirement Account (IRA). Click here to download!

Gift Planning Quick Guide

This e-book shares the how and why of giving different types of gifts. Click here to download!

Increase Your Retirement Income with a Deferred Gift Annuity

This e-book shares how donors can increase retirement income through gift annuities and the benefits of doing so. Click here to download!

Personal Financial Affairs — Your Book of Records

This e-book can serve as your client's handy guide for his/her personal financial records. Click here to download!

Retirement Plan Assets

This e-book shares information on retirement planning, including the types of retirement plans that are best for making charitable gifts. Click here to download!

Retirement Planning and Charitable Giving

This e-book provides resources on retirement planning that will allow your clients to give at every stage of life in ways that work for them. Click here to download!

Retirement Planning — With Savvy Giving, Everyone Wins

This e-book shares five scenarios to consider regarding retirement planning. When donors give. Click here to download!

Smart Personal Planning Strategies

This e-book shares long-term strategies to maximize the impact of a donor's charitable gift. Click here to download!

Strategic Giving—
Simple Ways to Make an Impact

This e-book aims to help donors understand how they can maximize the impact in the simplest ways possible. Click here to download!

Year-End Planning

This e-book shares some of the wisest ways to leverage year-end gifts for maximum impact. Click here to download!