When does it make sense to fund a CGA with a QCD?
Use PG Calc's Decision Tree to Determine the Best Asset to Fund a Gift Annuity to find out.
In January 2023 the option to fund Charitable Gift Annuities (CGAs) with Qualified Charitable Distributions (QCDs) became available. That means some donors now have the choice to fund a gift annuity with cash, appreciated securities, or a QCD. Donors are asking which CGA funding asset makes the most sense for them.
Download our free decision tree to get the key questions to ask your donors and help them determine the best asset to use to fund a CGA.
