FOR MORE INSIGHTS ON HOW THE BOOMERS ARE TRANSFORMING PHILANTHROPY, download Giving in Retirement: America’s Longevity Bonus, the latest study from Merrill Lynch in partnership with Age Wave. Then discuss your giving strategies with your financial advisor.
3 Questions to Ask Your Advisor
- How can I give to a cause that I'm devoted to while making sure I'm shortchanging any of my other goals?
- How can I involve our children in our giving?
- What are some ways I could potentially increase the impact of the money I give?