Planned Giving

Life Stage Gift Planner™

 Under Age 45

Photo of woman smiling. Link to Life Stage Gift Planner Under Age 45 Gifts.

At this stage in life, some of the financial issues
you may find yourself dealing with are:

  • Increasing income
  • Managing debt
  • Accumulating assets
  • Starting discretionary savings programs
  • Long-range planning for retirement and emergencies
  • Establishing a growth strategy for investments
  • Creating a simple will and estate plan providing for heirs and bequests to charity

For the charitably inclined, certain types of gifts can provide solutions to tax issues: Read more about charitable solutions.

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