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Charitable
GIFT FINANCING 

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Charitable

Gift Financing

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Average Gift Amount

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Average Tax Saving

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Average Loan Amount

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What is the Charitable Gift Financing? 

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What is the Charitable Gift Financing? 

 

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The Charitable Gift Financing Blueprint is a financial strategy, designed for charitably inclined, high-income, high net worth individuals to make tax-deductible cash donations using specialized third-party financing.

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What is the legal standpoint on financed charitable gifts?

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What is the legal standpoint on financed charitable gifts?

 

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Ideal Client Profile

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Charitably Inclined

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Adjusted Gross Income $700,000+

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Source of Income:

W2 earner, business income, capital gain

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Net worth $2,000,000+

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Key Benefits of CGF

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By using the specialized third-party loan program. You can finance up to 90% of the gift amount

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Immediate cash outflow, requiring only 10% of the gift amount

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Low interest rate, no personal guarantee, non-recourse loan

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Ability to deduct up to 60% of your Adjusted Gross Income

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Loan Collateral is a Life Insurance with Cash Value build-up

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Ability to create a perpetual charitable giving strategy for your legacy to last

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ENHANCE YOUR

CHARITABLE GIFT 10X

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