The desire to give back remains strong among pre-retirees and retirees. According to a recent Fidelity Charitable survey, nearly 60% prioritize charitable contributions as a key financial goal, with 78% revealing it’s a “significant” or “important” part of their lives. This passion for philanthropy presents a unique opportunity for financial professionals to add value by helping clients align this charitable giving with their financial and retirement plans.

A&A Editorial Team