Give Back to Support Your Hometown

<i>Kiplinger's Retirement Report</i>, Mary Kane, and Associate Editor •
Kiplinger
Globe seen through the heart shape

These days, Bill and Pam Costabile are happily retired to the sunshine of Lehigh Acres, Fla., near Fort Myers. But both still feel strong ties to their old hometown of Flint, Mich., where they lived and worked for more than 40 years–a connection so strong that they’ve become long-distance philanthropists. Bill, age 69, and Pam,

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Make charitable giving a win-win part of your wealth plan

Founder, president, Regent Wealth Management, Donald B. Bergis, and Investment Adviser •
Kiplinger

There are tremendous breaks and incentives written into the tax code for charitable giving, and you don’t have to be wealthy to take advantage of them. But they’re most successful for people who truly have a charitable bent — those who sincerely want to see some of their money go to the charity or charities

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How to measure the impact of your charitable donations

Sandra Block, Senior Associate Editor, and Kiplinger's Personal Finance •
Kiplinger

If a mutual fund sales rep called during dinner to give you his spiel, you’d probably hang up or insist that he send a prospectus outlining the fund’s management, portfolio and performance relative to its peers. A group of former hedge fund managers, tech entrepreneurs and academics have applied the same no-nonsense approach to philanthropy.

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