Leaving Your Legacy
Is the IRS your chosen charity? It sounds like a silly question, but for many people the Internal Revenue Service will be their ultimate beneficiary. If unprotected, capital gains and estate taxes can take a big bite out of all you have worked so hard to build.
Whether you are updating your will or are curious about charitable giving vehicles with immediate tax benefits, CGA Educational Foundation hopes you will remember us when making your plans.
By utilizing the most current tax laws to your advantage, you can dramatically cut your tax liability in your estate plan by making a gift to CGAEF. Many of these options come with a revenue stream that you can take advantage of immediately. This is a true win-win situation. Consider placing CGAEF in your estate plan. We can put you in touch with expert advisers (not affiliated with CGAEF) who can assist.
If you have already named CGAEF in your will or trust, please share this wonderful news with us. We enjoy celebrating these gifts and ensuring the donor’s wishes are fulfilled!