Life Stage Gift Planner™—Under Age 60

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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.

 

 

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Photo of the Diabetes Research Institute at the University of Miami Miller School of Medicine
 The Diabetes Research Institute at the University of Miami Miller School of Medicine.
  • Have Questions?
    If you would like more information on how you can help ensure critical funding for the DRI’s cure-focused research programs through gift planning, please contact Jill Shapiro Miller, Vice President of Gift Planning, at (800) 321-3437, or at jshapiro@drif.org. Thank you!

 

Diabetes Research Institute Foundation
200 S. Park Road, Suite 100
Hollywood, FL 33021
[P]   (954) 964-4040
[TF] (800) 321-3437
[F]   (954) 964-7036

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BBB Wise Giving Alliance Accredited Charity  The Diabetes Research Institute Foundation is a Gold Level Participant on the GuideStar Exchange.  The Blue Circle - the global symbol for diabetes

 

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Miller School of Medicine