Archive for October 2019

Using Real Estate to Fund Immediate Gift Annuities – A Creative Twist

A Charitable Gift Annuity (CGA) may be funded with unique or hard-to-liquidate assets as well as cash or marketable securities.  Charities face risks inherent in using real estate (or other non-cash assets) to fund an annuity: that of making the annuity payments before the proceeds of sale have been realized. Two commonly used tactics to…

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