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Warning: As of October 18, 2006 Private Annuity Trusts (PAT) are no longer recognized by the Internal Revenue Service (IRS) as legal means for managing assets tax deferred! The Private Annuity Trust has been replaced with The Ensured Installment Sale (Structured Sale), which will be discussed later. The following information applies only to Annuity agreements funded prior to October 18, 2006, which are still honored by the IRS....
What is a Charitable Gift Annuity? The different types of Charitable Gift Annuities are: Immediate Annuity, Deferred Annuity, College Annuity and Flexible Annuity. Example of a how a Charitable Gift Annuity functions. For some people, a Charitable Gift Annuity (CGA) is a convenient way to donate funds to an educational, religious or other charitable organization. A Charitable Gift Annuity works very similar to other annuities you might...
What is a Charitable Gift Annuity? The different types of Charitable Gift Annuities are: Immediate Annuity, Deferred Annuity, College Annuity and Flexible Annuity. Example of a how a Charitable Gift Annuity functions. For some people, a Charitable Gift Annuity (CGA) is a convenient way to donate funds to an educational, religious or other charitable organization. A Charitable Gift Annuity works very similar to other annuities you might...