Doing What Matters

When my father passed away at a young age, I learned a valuable lesson. How we take care of ourselves matters. The life we create for ourselves matters. The impact we have on others matters. We should all strive to create a healthy, wealthy and fulfilling life, whatever that means to you. For every book sold, a portion of the proceeds will go to the non-profit Leap for Education. Scroll to learn more about them and charitable giving strategies.

Mazzarella Boys
LEAP for Education

Get to Know Leap for Education

LEAP for Education has a mission to empower underserved youth to achieve social and economic mobility by cultivating personal, educational and career growth. LEAP students who can start with us as early as 6th grade, enroll in college at 2x the average rate for low income students in Massachusetts and graduate at 4x the state average.

Take a LEAP

How to Integrate Charitable Planning

Many retirees want to find ways to give back and to leave a legacy not only for their families, but for others. Here are a few ways you can give back.

Volunteering at the Foodbank

Donor Advised Funds

Donor Advised funds can be used to get a tax break now while you are working and then give you the ability to donate over the course of your retirement.

Make a Qualified Charitable Distribution

You can avoid or reduce the tax implications of RMDs, by using your IRA funds to give to qualified charities.

Create a Family Philanthropy Plan

Build charitable giving and instill strong values across generations with a family philanthropy plan. Many members of your family can give to organizations that they have a passion for.