Explore the potential of your financial future 

Now that your unique goals and responsibilities have been identified, explore these strategies to help you protect who and what matters most.

Sharing your wealth

You can set up a variety of gifting strategies that provide income to a charity now, or after you’ve gone.

If you’re set on sharing your wealth:

  • Donate part of your current paycheck to charity for a tax savings, since most gifts to qualified charitable organizations are tax deductible.
    Check here for tax info.
  • Leverage your life insurance death benefit to support philanthropic organizations.
  • Consider converting unused income sources into life policies for charitable donations, providing another tax advantage.  

This tool is provided for educational purposes only. It isn’t intended to provide financial advice and we can’t guarantee that it applies to your individual circumstances. Lincoln assumes no liability for the use of this tool. We encourage you to consult your financial professional about your financial situation.

Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives, and/or insurance agents do not provide tax, accounting, or legal advice. Please consult an independent advisor as to any tax, accounting, or legal statements made herein.

Products are issued by The Lincoln National Life Insurance Company, and, in New York, Lincoln Life & Annuity Company of New York. All guarantees and benefits of the insurance policy are subject to the claims-paying ability of the issuing insurance company. They are not backed by the broker-dealer and/or insurance agency selling the policy, or any affiliates of those entities other than the issuing company affiliates, and none makes any representations or guarantees regarding the claims-paying ability of the issuer. Products and features are subject to state availability.  Limitations and exclusions may apply.

Variable annuities are long-term investment products designed for retirement purposes and are subject to market fluctuation, investment risk, and possible loss of principal. Variable annuities contain both investment and insurance components and have fees and charges, including mortality and expense, administrative, and advisory fees. Optional features are available for an additional charge. The annuity’s value fluctuates with the market value of the underlying investment options, and all assets accumulate tax-deferred. Withdrawals of earnings are taxable as ordinary income and, if taken prior to age 59½, may be subject to an additional 10% federal tax. Withdrawals will reduce the death benefit and cash surrender value.

Investors are advised to consider the investment objectives, risks, and charges and expenses of any variable product carefully before investing. The applicable prospectus online contains this and other important information. Read it carefully before investing or sending money.