Your customized results
We’ve identified your unique goals. Now discover some strategies you can use to achieve them.
Sharing your wealth
You can set up a variety of gifting strategies that provide income to a charity now, or after you’ve gone.
If you’re set on sharing your wealth:
- Donate part of your current paycheck to charity for a tax savings, since most gifts to qualified charitable organizations are tax deductible.
Check here for tax info.
- Leverage your life insurance death benefit to support philanthropic organizations.
- Consider converting unused income sources into life policies for charitable donations, providing another tax advantage.