By Jackie Yahr, Esq., Assistant Vice President, Charitable Planning
By Jackie Yahr, Esq., Assistant Vice President, Charitable Planning
Charitable Gift Annuities (CGAs) are a great option for you and your charitably minded clients in both stable and unstable economic climates. And with rates set to rise as of July 1, 2022, a CGA is a great combination of a charitable gift and an investment opportunity.
Here are some BASICS about CGAs:
The Associated’s professionals remain ready to work with you and your clients on how to incorporate charitable planning like a Charitable Gift Annuity into your planning conversations and how to help maximize the financial and charitable benefits of any such planning strategies available to your clients.
For more information, contact Jackie Yahr at 410-369-9248 or jyahr@associated.org.
This is for informational purposes only and should not be construed as legal, tax or financial advice. When considering gift planning strategies, your clients should always consult with their own legal and tax advisors.
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The Associated is a home for everyone in the Baltimore Jewish community. We offer several email lists to help people find a community, engage with their peers and support Jewish journeys around the world.
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