Quiz: Find Your Fit
Is a Charitable Gift Annuity Right for You?
A charitable gift annuity can be a great solution for donors who have appreciated assets they would like to move outside of their taxable holdings. Donors looking for a steady income stream for themselves or their heirs can also benefit, and may wish to defer the beginning of the income stream to a later date.
Our Find Your Fit Questionnaire can help you discover if a charitable gift annuity is right for you. Click the button below to fill out the questionnaire, or keep reading for more helpful information.