The GIVE Profile

GIVEThe GIVE Profile

Baby Boomers:
People between ages 45 and 70 may benefit most from the GIVE strategy.

Appreciated Assets:
If you have appreciated securities, or received an inheritance, or perhaps you have real estate or a business you’re planning to sell, or a rental property, or maybe you’ve just been a good saver in addition to your retirement plans, you could be a good candidate for the GIVE program.

Charitably Inclined:
Perhaps you have volunteered at a hospital or soup kitchen. Maybe you feel good when you give money to your alma mater or to your religious organization. Possibly you’ve felt you just can’t afford to give a lot to charities because it will negatively impact your retirement or leave less to your children. We can help you put together a plan that could be profoundly meaningful to you and, at the same time, may positively impact your retirement and estate plan.

Healthy:
The GIVE strategy is designed to work over time. The longer you live, the more the benefits may accrue.