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Your Retirement Playbook


Dec 28, 2021

Charitable giving comes from the heart and soul of the giver. The impact of the gift comes from the timing and the application of the recipient. We believe in being Better Givers, meaning that you get all the credit for the gift from a tax perspective. Maximized charitable gifting is a combination of investment planning, tax planning, and timing. We will work to make you a better Giver on Consider This Program today.

Learn more on this topic in this article yourlifeafterwork.com/important-estate-planning-considerations-when-givingto- charity

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