Charitable Gift Annuities: EDU #2009

March 4, 2020

Charitable Gift Annuities: EDU #2009

CPA Bob Palechek joins Chris again today to discuss a topic mentioned in a listener’s email: charitable gift annuities.  In particular they dive into three issues about charitable gift annuities:

  • When might they fit into a retirement income plan?
  • How does their income stream compare to other annuities like SPIAs?
  • The pros and cons of their tax planning opportunities, or any downsides in general.


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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.