Charitable Gift Annuities
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Charitable gifts annuities (CGAs) are more popular than ever. Learn how these straightforward charitable agreements help clients align philanthropic goals with financial objectives. Attendees will learn how CGAs provide fixed lifetime payments, create a potential charitable income-tax deduction, spread recognition of capital gains when appreciated assets are used, and support a meaningful legacy. The session will also address suitable client profiles, immediate, deferred and testamentary payment options, one- and two-life arrangements, funding assets (including IRA rollovers), and key differences between charitable gift annuities and charitable remainder trusts.
Join the Michiana Estate Planning Council on November 12 at the Community Learning Center as we dive into this major tax bill. We'll get started at 4:00. Light refreshments will be provided.
About Rose Meissner, MBA
Rose is President of the Community Foundation of St. Joseph County, a $370 million charitable endowment dedicated to improving local quality of life by connecting people who care with causes that matter. For over thirty years, Rose has worked with local individuals and their professional advisors to maximize the impact of their charitable giving.
