Life Stage Gift Planner
™

Under Age 60

A goalie

At this stage in life, some of the financial issues you may find yourself dealing with are:
  • Accumulating and preserving wealth
  • Managing debt
  • Prudent asset management
  • Discretionary savings programs
  • Long-range planning for retirement and emergencies
  • Diversifying investments and establishing a growth strategy
  • Creating a simple will and estate plan providing for heirs and bequests to charity
  • Increasing income; increasing debt

For the charitably inclined, certain types of gifts can provide solutions to tax issues: Read more about charitable solutions.

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Contact Gift Planning Office

Rachel Moore, Senior Philanthropic Advisor & Director of Gift Planning

Jessica Remillard P’26, Planned Giving Coordinator

(413) 774-1584

Deerfield Academy
Office of Advancement
7 Boyden Lane
P.O. Box 306
Deerfield, MA 01342
plannedgiving@deerfield.edu

 7 Boyden Lane, Deerfield, MA 01342

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