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When you hear the word legacy, what comes to mind? What do you want your legacy to be? The legacy you leave behind can begin with a simple donation.
In this episode, Tim Whisler is joined by Phil Newton, founder and partner of Perennial Partners. Phil shares how charitable gifting can be beneficial for your retirement planning and your financial legacy.
Phil and Tim discuss:
- The benefit of donating your IRA distribution to charity
- How to donate a life insurance policy
- The importance of donating, not matter the amount
- And more!