When Retirement Planning Leads to Charitable Giving
In his 2016 New Year’s retirement column for the Journal of Financial Planning, Jonathan shares a recent client conversation illustrating retirement planning done well can lead to powerful charitable giving ‘venture philanthropy’ moments for individuals and couples and the causes dear to them. Their combined impact in coming decades may reverberate perhaps even more powerfully across the charitable world itself.
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When Retirement Planning Leads to Charitable Giving
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