Our partnership between The Purple Heart Foundation and The Charitable Payraise® will allow veterans, donors, and the broader community to review your retirement and giving plans to maximize your after-tax cash flow and potentially increase your impact.

How The Charitable Payraise® Can Help

  • Generating after-tax cash flow: An average improvement of after-tax cash flow of 20-40% is usually realized.
  • Increasing charitable giving, without impacting retirement: Non-Profits receive annual revenue for the life of the client (and spouse) and a major final bequest.
  • Optimized tax planning: In most cases, a significant tax deduction is generated which can be used for several client purposes including ROTH IRA conversions.

Contact us to see if we can help with your retirement and tax planning. We collaborate with advisors, CPAs, and Estate Planning attorneys.

Email bill@charitablepayraise.com

 Schedule a complimentary info session via Zoom.