Planned Giving

Charitable Gift Annuities (CGAs)

What is a Charitable Gift Annuity (CGA)?

A Charitable Gift Annuity is an agreement between you and Southeastern where you will receive fixed payments for life with the remaining funds given to Southeastern for their use.

You Might Be Interested in a Charitable Gift Annuity If…

• You received a large bonus that you don’t want to be taxed on.
• You have stock that you want to avoid capital gains taxes on.
• You want to have a have a reliable source of income in retirement so you can invest aggressively elsewhere.

Let Us Partner With You

We’d love to partner with you to craft the right plan for you and your family. Filling out the form below will get you in touch with a member of our team.