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