Ask Karen

Can I Balance My Financial Security with My Desire for Charitable Giving?

Working diligently to accomplish a number of goals at once is a way of life for many of us. Making a meaningful charitable gift and providing additional financial security for yourself may seem like contradictory goals. But what if there was a way to do both?

You may be surprised to learn that there are several ways to support your charitable interests while also providing a stable source of income and other financial benefits for yourself or other loved ones.

In fact, many have found they can make significant gifts while increasing spendable income from low-yielding stocks, bonds or other assets, like certificates of deposit.

Visit the “Giving” section of our website to learn more about gifts that allow you to retain an income interest. Within the heading “Income to You,” read about gift annuities, charitable remainder trusts and gifts of remainder interests in real estate. I am also happy to talk with you personally. I’d love to hear from you!

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Karen Ecker Kratz, Esq., Answers Questions About Planned Giving

Karen Kratz.
Title: Senior Director, gift planning
Phone: 513-636-5683
Online: Plan Your Gifts