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Marianne is a widow in her early 80s. She and her husband Richard both grew up in Seattle, and were married for more than 50 years before Richard passed away. Marianne has no children, and has always assumed that she would divide her estate between her two favorite charities.
It's very important to never promote gift annuities as investment vehicles or compare them to investment alternatives. The gift annuity is a gift that generates cash payments to a donor or others for life.
Strongly encourage benefactors to have the gift annuity transaction and related documents reviewed by their legal counsel.