Charitable Gift Annuities Can Provide Benefits

Does a Charitable Gift Annuity make sense for you?   If you have big dreams, a big heart.....but a shrinking pocket book (and resources), then a Charitable Gift Annuity may be an option for you. As a professional Insurance & Retirement advisor, I have been asked, "What are some of the non-traditional charitable gift giving [...]

By |2020-04-13T19:38:02+00:00July 8th, 2017|Annuities|

Charitable Gift Annuities

A charitable gift annuity (CGA) provides a structured way to give to charity while securing your own future. A gift annuity purchaser secures immediate tax relief, in addition to monthly dependable retirement income stream. The way this works is that in return for a lump sum gift contribution, the charity guarantees you a steady income for the rest of your life, options include immediate or deferred

By |2020-04-13T19:38:13+00:00January 23rd, 2013|Annuities, Annuities 101|