Free Report: Charitable Gifting in California Through Your Estate Plan

A charitable gift annuity also offers benefits to the donor as well as to a designated charity. As the donor, you would make a one-time gift of cash or securities (though some states allow gifts of property or closely held stock as well) to a charity. In return, the charity will provide you with annuity payments for life from the charity. You determine when the annuity payments begin. Topics covered in this report include: The Gift and Estate Tax Tax Benefits of Gifting Direct Gift Family Foundation Charitable Remainder Trust (CRT) Charitable Lead Trust (CLT) Charitable Gift Annuity Donor Advised Funds Click here to read the whole article or download the PDF.


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