JB+A’s John Marshall at the Mid America Planned Giving Council’s 20th Annual Building Blocks Planned Giving Conference

Friday, August 14: Be sure to attend the Conference and catch John’s session The Charitable Gift Annuity: What?…Who?…Why?

John will share a comprehensive presentation focusing on

  • the benefits of a CGA to the donor, beneficiary(ies) and the charity
  • the types of CGA’s
  • the tax benefits
  • determining the payment rates
  • review of two CGA illustrations

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