Professional Financial Services | Trust-Building | Legacy | Retirement Income
How A Charitable Gift Annuity Is Right for You
Many of our clients are searching for a way to transform assets into something more meaningful. If you value simplicity over complex market volatility, a CGA offers a "win-win" strategy.
Ideal Donor Profile
Age 60+: Perfect for those in or entering retirement.
Appreciated Assets: Use cash, CDs, or stocks to fund your vision.
Stability First: Perfect for those tired of market swings.
Legacy Minded: Ensure your values live on.
The "Big Three" Benefits
Lifetime Income
Receive fixed, predictable payments for life. Start immediately or defer for later.
Tax Advantages
Potential income tax deductions and reduced capital gains taxes.
Peace of Mind
A simple agreement with no market volatility. Income continues regardless of the economy.
Your gift passes outside of the estate process. At Global Investment Strategies, we specialize in ensuring these transitions are as elegant and tax-favorable as possible for the Tucson community.
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Eliminate Uncertainty: You move from "theoretical" benefits to seeing exactly how many dollars will hit your bank account and when.
Custom Payment Schedules: You can see how switching from annual to quarterly payments affects your cash flow.
Immediate vs. Deferred Options: If you are still working, you can see the massive increase in payout rates if you choose to defer your first payment until a future date.
Risk-Free Analysis: The call provides all the data needed to share with a personal CPA or attorney without any commitment or pressure.
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