Charitable giving not only feels good and leaves a positive impact on the world, but it can also provide financial advantages for retirees.

In this episode, Jim Kruzan, CFP®, CRPC®, uncovers multiple strategies to weave charitable giving into your retirement and estate planning. Whether you want to maximize your tax benefits or leave a lasting legacy, get ready to learn how to make the most of your contributions and amplify your impact.

Jim discusses:

• Biggest motivations to integrate charitable giving into retirement planning
• Commonly used giving strategies (charitable remainder trusts, donor-advised funds, qualified charitable distributions, and more)
• Ways to create a consistent income stream for yourself while giving to charity
• The importance of philanthropic due diligence
• Implications of gifting assets or stocks instead of cash
• And more

Resources:

• Warm Hearts & One Warm Coat with Beth Amodio (Ep. 18)
• The 5 Most Important Questions to Ask a Financial Advisor Before Hiring Them
• 7 Common Retirement Planning Mistakes (And How To Avoid Them)
• Start Designing Your Bigger Bolder Retirement
• Kaydan Cares One Warm Coat Drive
• One Warm Coat
• Charitable Remainder Trust
• Donor-Advised Fund
• Qualified Charitable Distributions
• Conducting Philanthropic Due Diligence
• Giving USA
• Candid.org
• CharityWatch.org
• CharityNavigator.org

Connect with Jim Kruzan: 

• (800) 638-6900
• Kaydan Wealth Management
• LinkedIn: Jim Kruzan
• LinkedIn: Kaydan Wealth Management
• Facebook: Kaydan Wealth Management
• Instagram: Kaydan Wealth Management
• YouTube: Kaydan Wealth Management
• Twitter: Kaydan Wealth Management