Category Archives: Planned Giving

charitable gift annuity

Benefit From a Charitable Gift Annuity While Doing Good

You’ve worked hard for decades – and it’s about time to enter the next phase of your life. You’ll have time to catch up on those books you’ve been meaning to read, travel to places you’ve dreamed of visiting and perhaps volunteer for that charity you’ve always admired.

But a pleasurable retirement requires sound financial planning. How can you be sure you’ll continue receiving the lifetime income you need and not have to worry that you’ll have enough?

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