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Charitable Gift Annuity Funded with Cash

SUMMARY

Gifting cash in exchange for a Charitable Gift Annuity (“CGA”) allows a donor to benefit charity, receive an income tax deduction, and enjoy a steady, lifetime stream of income.

STUDY

Gerald Schwartz, age 70, wants to make a gift to the local art institute he has supported for many years, but is worried about having sufficient retirement cash flow.

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