Swarthmore College

Gift Planning


Life-Stage Gift Planner™

 Over Age 70

 

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

 

  • Maintaining financial stability
  • Anticipating healthcare needs and insurance coverage
  • Concern about the financial future of younger members of the family

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.