Intentional Giving: Framing Your Charitable Goals, Ep #188

As you plan to live your ideal retirement, you may want to share your good fortune with others who are less privileged. Giving is incentivized through the tax code, so being charitably inclined can also help to reduce your tax liability.

In retirement, there are many ways to map out your charitable giving to take full advantage of the tax benefits. This is why, on this episode, Grace Kvantas and I discuss ways to capitalize on those opportunities while meeting your charitable goals.

Listen in to learn how to enhance your today and enrich your tomorrow while giving intentionally.

Outline of This Episode

• [0:49] Common charitable goals
• [2:37] Time talent and treasure
• [5:27] Mikey and Minnie’s case study
• [11:36] Donald and Daisy’s case study
• [19:13] Be intentional about your giving
• [21:10] Today’s progress principle

Connect With Allison and Grace

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