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Charitable Gift Annuities

What Are Charitable Gift Annuities? Charitable gift annuities (CGAs) are a type of planned giving arrangement where a donor contributes assets, such as cash or securities, to a charity in exchange for ...
The end of the year is a crucial time for charitable giving. Whether you are giving cash, stock, or using your IRA to make a qualified charitable distribution, meeting specific year-end deadlines is ...
A charitable gift annuity is a contract between you and Jewish Federation of Metropolitan Chicago. You transfer property to Jewish Federation of Metropolitan Chicago. In exchange we pay you fixed ...
UD's Gift Planning Team is proud to share charitable giving resources like this to help all our Blue Hens and friends make the most of their money. If you have and questions or want to discuss gift ...
As wealth management advisers, you play a pivotal role in helping your clients achieve not only their financial goals but also their philanthropic aspirations. For clients who want to leave a ...
*If this gift intention is to support an endowment fund, unless otherwise restricted by the gift instrument pursuant to paragraph (b) of Section 553 of the Not-for-Profit Corporation Law, the ...
The article warns that small tax law changes can erode charitable benefits over time. It highlights both positive updates and significant new limits starting in 2026. The advice: act now and consult a ...
Charitable lead trusts (CLTs) and charitable remainder trusts (CRTs) are two types of charitable trusts that could benefit your financial plans for your estate. They provide tax-advantaged income to ...
As we enter the annual season of giving, you might be thinking of charities you wish to support. But you also might be wondering how to gain some tax benefits from your gifts. It used to be pretty ...
A donor-advised fund may sound like something that’s only for the ultra-wealthy, but it’s actually accessible to anyone who makes charitable contributions. The donor-advised fund is one of the most ...