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Charitable Gift Annuities: Due Diligence for Advisors

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Charitable gift annuities (CGAs) are a type of planned gift that, by contract, are supposed to pay fixed income for life. Two recent cases provide cautionary tales (though at the outset, it should be clearly said: calling the groups that issued these annuities “charities” may be like calling Bernie Madoff and Allen Stanford “investment managers”).

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Click to read the full text of “Charitable Gift Annuities: Due Diligence for Advisors” from our partners at Wealth Strategies Journal.