Case Studies
The CharitabLiving Plan allows an endless array of design flexibility – so it appeals to young and old – those with stored wealth and those who are building wealth. Take a look at these five case studies and let your mind start wondering.
Justin (28) and Jackie (28)
A young couple with lots of demands on their money.
View Case Study – Justin and Jackie
Jeff (47) and Paula (47)
Successful professionals who want to give – without giving up.
View Case Study – Jeff and Paula
Kathy (72)
A widow who desperately wants to give – but doesn’t think she can afford to.
Jim (78) and Marilyn (76)
An older couple with limited resources and big dreams.
View Case Study – Jim and Marilyn
Frank
A board member on a local foundation with a desire to fund other charities.
View Case Study – Frank’s Foundation
Juanita (78)
Looking to leverage her money safely – but have it produce more income.
