Simple vs. Advanced Charitable Giving Strategies

Charitable gift annuities allow you to retain an income stream for life, while receiving a current tax deduction for a future gift to your charity of choice. They can offer a great way to secure a guaranteed income in retirement while ensuring the funding of your charitable legacy. Download the 2-page comparison and learn the difference between simple and advanced strategies. Our team will be happy to help you design these vehicles for maximum benefit to you and the charity.

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