A Charitable Gift Annuity is a contract in which you exchange a gift of cash or securities for a fixed income each year for the rest of your life (or the lives of two people). Those wishing to participate must be at least 60 years of age with a charitable gift of $5,000 or more.
Yes, the charitable gift annuity is an irrevocable gift commitment, but one with excellent tax and financial benefits.
We can provide you with with a free gift annuity analysis that answers all your questions.
Call our office anytime at (773) 881-5343