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.
