- Understanding Trusts
- Qualified Personal Residence Trust
- Qualified Terminable Interest Property Trust (QTIP)
- Grantor Retained Annuity Trust
- Wealth Replacement Trust
- Charitable Remainder Trust
- Charitable Lead Trust
- Charitable Gift Annuity
- Glossary
As an added bonus, most CGAs produce charitable deductions between 40 and 60 percent of the value of the asset transferred at the time the property is transferred to the charity.
The annuity can begin immediately or be deferred until a later date.
Although the terms and rates used by most charities are generally based on rates suggested by the Committee on Gift Annuities, be sure to select a charity that is unlikely to experience financial difficulties that might result in a reduction or interruption of your annuity payments. Your annuity payments are secured only by the full faith and credit of the charitable institution.
Investment and insurance products and services are offered through Osaic Institutions, INC. Member FINRA/SIPC. TMB Financial Solutions is a trade name of The Milford Bank. Osaic and The Milford Bank are not affiliated.
NOT A DEPOSIT | NOT FDIC INSURED | NOT GUARANTEED BY THE BANK |
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY GO DOWN IN VALUE |