Tag: Qualified Charitable Distribution

Integrating Charitable Giving Into Your Retirement Plan (Ep. 19)

Integrating Charitable Giving Into Your Retirement Plan (Ep. 19)

Charitable giving not only feels good and leaves a positive impact on the world, but it can also provide financial advantages for retirees.

In this episode, Jim Kruzan, CFP®, CRPC®, uncovers multiple strategies to weave charitable giving into your retirement and estate planning. Whether you want to maximize your tax benefits or leave a lasting legacy, get ready to learn how to make the most of your contributions and amplify your impact.

Jim discusses:

  • Biggest motivations to integrate charitable giving into retirement planning
  • Commonly used giving strategies (charitable remainder trusts, donor-advised funds, qualified charitable distributions, and more)
  • Ways to create a consistent income stream for yourself while giving to charity
  • The importance of philanthropic due diligence
  • Implications of gifting assets or stocks instead of cash
  • And more


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