Ages 45-65
All gift plans are as unique as the people who create them. Everyone does not fit neatly into the lifecycle categories, but the information on these charts may help you make a decision about whether philanthropy should be a part of your life at this time.
Overview
- Managing Assets
- Acquiring Assets
- Acquiring Debt
Personal/Financial Considerations
- Education of children
- Elderly parents
- Mortgages
- Loans
Assets
- More expensive car(s)
- Larger home
- Second home
- Stocks and bonds
- More life insurance
- Inherited wealth
- Investments shifting from growth to income
Most Helpful Giving Opportunities
*These options allow you to keep your assets now, while you may need them.