Have you ever thought about how your retirement savings could create ripples of positive change? In Switzerland, many of us build a sense of security through our Pillar 3a accounts, saving for the future with care and planning. But did you know that this very savings can also become a source of hope and support for others?
How Can You Donate from Your Pillar 3?
While the rules of Pillar 3a don’t allow for direct donations, when you reach the age where you can withdraw your savings (typically five years before retirement), you have the unique opportunity to use those funds as you wish—including donating to causes close to your heart.
Imagine turning a part of your retirement fund into meals for families, education for children, or urgent medical aid. It’s not just money—it’s a powerful act of kindness that goes beyond the numbers and into the lives of those who need it most.
Why Consider This Path?
- An Impact Beyond Yourself: Your donation can bring warmth, safety, and joy to those in need, ensuring that your hard-earned savings contribute to something truly meaningful.
- Tax Benefits: Even with the one-time, reduced-rate tax upon withdrawal, supporting a recognized charity can still come with its own tax advantages.
- A Personal Legacy of Care: Making a donation from your savings isn’t just a financial act—it’s a statement about the kind of world you wish to leave behind. It’s choosing to share the comfort you planned for yourself with others who might be less fortunate.
Your Pillar 3a can be more than just a nest egg; it can be a bridge that connects your well-being with the well-being of others. If you’re considering this, let us walk you through it and answer any questions you have.
Do you have questions? Please call us.