Benefits of a charitable gift annuity.
Charitable gift annuity (CGA) has been used for may years as a vehicle to provide a means for individuals in higher income and estate tax brackets to transfer assets to an institution of their choice and derive considerable immediate and future benefits. This article discusses the basis and the steps involved in establishing such a plan.
DeFrancesco
Roccy
R
TriArc Advisors, LLC, 139 N. Whittaker, New Buffalo, MI 49117, USA. roccy@triarcadvisor
D002608:Charities / Q000191:economics*; D037921:Gift Giving; D006801:Humans; D007182:Income; D007183:Income Tax / Q000191:economics*; D020399:Practice Management / Q000191:economics*; D019464:Tax Exemption / Q000191:economics*