If you’ve recently retired, you may still be figuring out the ideal balance of activities. If you’ve been retired for several years, you might still be trying to figure it out! Research shows us that finding purpose is an essential component of a happy and satisfying retirement.
Retirement offers a unique opportunity for individuals to rediscover their sense of purpose beyond the confines of a traditional career. Berrien Community Foundation’s team and charitable tools can play a pivotal role in this journey. Here’s how:
Check in on tax planning: For starters, BCF can work with you and your tax advisors to ensure your charitable giving is reflected in your estate and financial plan to achieve the impact you’re seeking.
Involve the next generation: Many retirees have more time to include family members in their personal charitable giving activities and strengthen family bonds. BCF can work alongside you and your estate planning advisors to name family members as advisors or successor advisors to your donor advised fund. This is a great way to strengthen family bonds while building a legacy of generosity across generations.
Build a legacy: Many people update their estate plans just after they retire. As you work with your tax and estate planning advisors, consider incorporating a gift in your estate plan that will allow your charitable legacy to live on for generations.
We look forward to working with you throughout your retirement years to ensure that your community dreams are fulfilled through the power of charitable giving. Please reach out anytime at 269-983-3304!
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