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photoBob (age 75) and Susan (age 75) enjoy giving to charities and have been doing it regularly for years. However, instability in their current financial situation is making them nervous about their finances. They would very much like to continue giving to charity, but are not sure they can afford to give up any more income.

Bob and Susan learn about the WealthWise™ Charitable Gift Annuity, a contract that commits the charity to pay them an income for the rest of their lives in return for the transfer of an asset to the charity. And, in addition to the lifetime income, a portion of the asset transferred will be set aside as a charitable gift and placed in a Donor Advised Fund.

Comparison chart

Comparison at life expectancy (17 years). Present Plan – $1,000,000 invested at fully taxable return of 5%. WealthWise™ CGA – Donor contribution of $1,000,000 in return for fixed income, payable for life only; life insurance used to replace after-tax wealth lost.


Thereafter, distributions from the Fund will be made periodically by the charity after seeking advice from Bob and Susan as to amounts and who the charitable recipients should be. Bob and Susan also learn about other options they can use to help preserve the value of the transferred asset, tax-free, for their family at the time of their death.

Now is the time for you to find out what Bob and Susan have learned and how a WealthWise™ Charitable Gift Annuity may help you be “wise“ with your wealth.

Click below to watch Bruce Udell’s informative
14-minute presentation


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WealthWise™ is a trademark of Wealth Enjoyment, LLC. Donations to Donor Advised Funds and Charitable Gift Annuities are irrevocable. This example does not represent any specific product, nor does it reflect sales charges or other expenses that may be required for some investments.

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We are a wealth management and estate planning firm specializing in estate
and trust planning, income tax planning, philanthropy and asset management.