Ages 66+
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/Reviewing Assets
- Planning Estate Distributions
Personal/Financial Considerations
- Concerned with financial future
- Assisting children with debt
- Education of grandchildren
Assets/Strategy
- Working with financial advisors
- Income-producing assets
- Consolidated investments
- Inherited wealth
- Utilizing trusts/technical strategies to achieve goals
Most Likely Giving Opportunities
*These options allow you to keep your assets now, while you may need them.
