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charitable gift annuity

Help For An Aging Family Member Using Charitable Tools

Submitted by American Endowment Foundation on June 24th, 2019

By Johnne D. Syverson, Guest Columnist, Syverson Strege & Co

Have you ever had a client whose aging relative could use some financial assistance to help pay for their care, but did not feel good about dumping a large lump sum on them with no tax benefits in sight?   Here is an idea that has helped a few of our clients in that situation. 

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