Do you budget for charitable giving?
Discover your charitable giving style
Define your charitable giving style with this quick quiz and use the results to talk with your financial professional about ways to optimize your philanthropic legacy
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© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.
© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.
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MM202709-310379
© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.
© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.
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Do you make charitable gifts sporadically or do you plan your giving in advance?
MM202709-310379
© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.
© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.
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Do you prefer to make a difference locally or globally?
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© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.
© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.
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How important is having a tax-efficient giving strategy to you?
MM202709-310379
© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.
© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.
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When choosing a charity, are you more moved by the organization’s ability to affect change or the organization’s need for help?
MM202709-310379
© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.
© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.
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Your Giving Style:
Strategic Giver
A Strategic Giver is driven by long-term goals and impact.Their giving is often more planned, intentional, and focused on maximizing the effectiveness and impact of their contributions.
MM202709-310379
© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.
© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.
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Your Giving Style:
Inspired Giver
An Inspired Giver is driven primarily by emotion and personal convictions. Their giving tends to be more spontaneous and is directed toward causes that resonate with them personally and emotionally.
MM202709-310379
© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.
© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.
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4 Considerations to Make the Most of Your Giving Style
1. Align your charitable contributions with your overall financial plan
2. Organize and budget your gifts to ensure that they fit into your financial picture.
3. Utilize gifting vehicles that maximize your capacity forgiving and reflect your goals.
4. Understand the tax advantages of charitable giving, such as deductions or tax savings.
2. Organize and budget your gifts to ensure that they fit into your financial picture.
3. Utilize gifting vehicles that maximize your capacity forgiving and reflect your goals.
4. Understand the tax advantages of charitable giving, such as deductions or tax savings.
Want to see how your results align with your current financial strategy? Reach out and let’s discuss!
MM202709-310379
© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.
© 2024 Massachusetts Mutual Life Insurance Company (MassMutuaI®). Springfield, MA 0111-0001. All rights reserved.