Planned giving allows individuals to gift large sums to charitable organizations, in life or at the time of passing, as part of the donor’s financial and/or estate planning. Gift plans use estate and tax planning to provide for charity and heirs in ways that maximize the gift and/or minimize its impact on the donor’s estate. So, what do you need to know about charitable planned giving as you plan for and enter retirement? We will share everything you need to know on this topic in this episode.

You can find show notes and more information by clicking here: RPS Ep 25 Show Notes