The First You Talk podcast explores complex social issues and philanthropic strategies, with a focus on building community by building philanthropy. By creating an approachable space to unpack large and oftentimes challenging topics, each episode informs listeners in an easy-to-understand way, fosters greater empathy in our community, and empowers thoughtful discussions that lead to sustainable solutions.
Navigating Generosity is designed for professional advisors and anyone who wants to be better informed when discussing charitable giving with their advisors. Our hosts include Chartered Advisors in Philanthropy® and other professionals in this field, including wealth and financial advisors.
In this episode of Navigating Generosity, we explore one of the most versatile tools in retirement and philanthropic planning: the Charitable Gift Annuity (CGA).
Whether you’re a financial advisor guiding clients through their retirement journeys, an individual exploring ways to give back while securing income for the future, or simply curious about planned giving strategies, this episode offers valuable insights.
We’ll break down how CGAs work, the key benefits and potential drawbacks, and the motivations that drive people to choose this option. With this clear and comprehensive overview, you’ll gain a deeper understanding of how CGAs can align with both financial goals and philanthropic values.
This Episode
Nicole Donelson, CAP®
Director of Community Engagement, AdventHealth Central Florida
David Torre, CEPA®, CFP®, AEP®, TEP®, CAP®
Wealth & Philanthropy Strategist
For any questions, concerns or suggestions for future podcast episodes, please fill out the form below.
Laurie Crocker
Vice President of Strategic Communications
lcrocker@cffound.org
800 North Magnolia Avenue, Suite 1700
Orlando, FL 32803
p. 407.872.3050
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