Sherry and Gary Establish a CGA
Sherry and Gary are 67 and 70, respectively. They are considering retiring next year and feel they have saved enough for retirement, but they are worried about instability in their investments and want some security.
They feel like they have worked long enough and now want to find ways to give back. They both love the children’s Sabbath school at church and are looking forward to taking a more active role when they retire.
But in addition to that, they both have expressed a desire to support the youth and particularly Sabbath School in the event they pass away. They aren’t sure how to designate funds in a way that this could be a real tangible possibility.
Our Planned Giving and Trust Services representatives around the country help individuals like you and like Sherry and Gary every day. We are happy to offer assistance to anyone in need of learning the steps to set up a Charitable Gift Annuity, estate planning and more.
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