Strategic Charitable Giving

In retirement, many individuals seek ways to give back while aligning their charitable efforts with their financial goals. Strategic charitable giving enables retirees to maximize the impact of their contributions, optimize tax benefits, and support causes they care about.

Join Financial Advisor Jacob Orand for an insightful workshop on how to develop a personalized charitable giving strategy that aligns with your financial and retirement plans.

Key Topics Covered:

• How to develop your personal philanthropic plan
• How even modest donations can be leveraged for greater benefits
• Tax-advantaged giving strategies to maximize impact and savings
• Better ways to give beyond writing a check—methods that benefit both you and the charity
• How to choose the right causes and charities that align with your values

Whether you’re new to philanthropy or experienced in charitable giving, this workshop will provide valuable insights and strategies to enhance your approach and make the most of your contributions.