Folks at or near retirement often are at a reflective stage in their life. By this time, personal finances are typically well defined and what to do with their remaining years starts to enter their thinking. Many, now having time, talent, and treasure look to move from “Success to Significance”. Charitable organizations have much to offer this segment of our population. Not only does charity offer a means toward self-actualization, but also the financial tools to enhance a person’s situation and that of the family exist as well. Many who are at or near retirement could use the tax benefits, enhanced income, and legacy strategies available through professional gift planning. This is a message that needs to be broadcast more often.
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