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