Converting low yielding assets into a Charitable Gift Annuity (?CGA?) can be an easy way to:
- Increase retirement cash flow;
- Increase net worth;
- Increase wealth to heirs;
- Make a significant gift to a favored charity.
Don Prehn and Steve Savant have a short (5 minute) video on how Roger Bacon used the CGA concept to make all four elements occur, and you can view it below.
After viewing Don and Steve’s video, click here to visit my Blog #56 for a detailed exploration of this comprehensive wealth planning strategy -- plus a look at the reports created by InsMark’s Wealthy and Wise? System. ?Also included are the simple calculations used to compute a CGA, courtesy of the Arizona State University Foundation, as well as suggestions about other strategies that you might want to bring to a client’s attention.
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