A Win-Win Retirement

April 1, 2013

The Progressive Farmer publication logo

Charitable gift annuities let you reward your favorite charities while you’re alive – and receive a small income stream in return.

So how many of you have ever received money back from the charity you donated to?  Learn what Walt Mozdzer, certified financial planner at Syverson Srege and Co says about what happens when you set up a charitable gift annuity (CGA).  

The concept is relatively simple.  You donate assets or cash now to your charity; they pay you an income stream on that donation, and the charitable organization gets to keep the remainder of the gift after you die.

But is a CGA right for you?


Read the PDF full Article from Progressive Farmer Magazine and comments from Walt Mozdzer.


– Walt Mozdzer, CFP®