10 Crucial Key Points on Charitable Gift Annuities: A Gift That Keeps on Giving

Introduction Explore the world of Charitable Gift Annuities and how they can transform your giving into a lifetime of financial stability.

Basics of CGAs Discover the simplicity of Charitable Gift Annuities – a contract, a donation, and a lifetime income

Retirement Security Inflation and Social Security worries? See why retirees are turning to CGAs for a reliable income stream

Donation Dynamics Unveil the mechanics: donate, get fixed payments based on age, and leave a lasting impact on your favorite cause

Joint Donations Learn how CGAs support spouses even after one is gone, ensuring financial stability for the surviving partner.

Affordable Giving Explore the flexibility of donations, starting from as low as $5,000 and making a meaningful impact

Tax Deductions Unlock the secrets of tax deductions – a CGA can offer financial benefits while supporting the causes you love

Taxation Insights Navigate the tax landscape as part of your fixed payments may be tax-free, with the taxed portion treated as ordinary income.

IRA Funding Discover the smart use of Individual Retirement Accounts (IRAs) to fund a CGA and meet required distributions

Considerations & Consultation Delve into the nuances and potential drawbacks of CGAs, emphasizing the importance of expert advice before deciding

Is CGA Your Best Option? Evaluate if a Charitable Gift Annuity aligns with your goals and learn about alternative giving strategies.