Retirement Plans

Retirement Plans: Who, Why, When


Anyone who has earned income is eligible to start and contribute to a retirement fund. Donors who mention having significant amounts of money in their retirement funds are likely people who began saving early in life because time is such a key factor in accumulating wealth (think Rule of 72).

As there are maximum amounts allowed to be contributed to these funds, those with large funds may well have other assets that can be a great source for charitable gifts.