Скачать или смотреть Charitable Gift Annuities Explained

Charitable Gift Annuities (CGAs) offer a unique opportunity for donors to support their favorite charities while retaining a lifetime income stream. In this video (which is not legal advice!), attorney Daniel Van Slyke explains the concept of CGAs, detailing how they work as a contract between the donor and charity, the nature of annuity payments, and factors influencing these payments. The video discusses the immediate charitable tax deductions donors receive, the flexibility in contributions, and potential estate planning benefits. Additionally, it outlines some disadvantages of CGAs, including lower payout rates compared to commercial annuities and the irrevocable nature of the gift. Drawing from the example of the New York City Opera, attorney Daniel Van Slyke emphasizes the importance of vetting the charity's financial health. Overall, CGAs provide significant benefits for both donors and charities, making them a valuable consideration for estate planning.

00:00 Introduction to Charitable Gift Annuities
00:15 Understanding CGAs: The Basics
00:22 How CGAs Work: The Mechanics
01:24 Benefits of CGAs for Donors
01:41 Tax Implications of CGAs
02:17 Flexibility and Asset Contributions
02:40 Potential Drawbacks of CGAs
03:26 Conclusion and Final Thoughts
03:52 About the Presenter

#estateplanning #charitablegiving #charitabledonations #tax #taxdeduction #estate