Office of Planned Giving
PO Box 2008
Niagara University, NY 14109
716.286.8791
plannedgiving@niagara.edu

Print This Page E-Mail This Page Decrease Font Size Increase Font Fize

Life Stage Gift Planner™

Under Age 60

Under Age 60.jpg

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

  • Accumulating and preserving wealth
  • Managing debt
  • Prudent asset management
  • Discretionary savings programs
  • Long-range planning for retirement and emergencies
  • Diversifying investments and establishing a growth strategy
  • Creating a simple will and estate plan providing for heirs and bequests to charity
  • Increasing income; increasing debt

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

Back

© Pentera, Inc. Planned giving content. All rights reserved.