Gifts That Pay You Income

Charitable Gift Annuities (CGAs) are a great way to make a lasting difference for ministries while receiving tax-favorable income for you, your spouse and your children. Many supporters prefer charitable gift annuities because of their attractive payout rates and their significant impact.

Charitable Gift Annuities

Charitable Gift Annuities (CGAs) are a great way to make a lasting difference for ministries while receiving tax-favorable income for you, your spouse and your children. Many supporters prefer charitable gift annuities because of their attractive payout rates and their significant impact.

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Charitable Remainder Trusts

Income for life for you and your family while reducing your taxes. By using assets or cash to fund the trust, you receive income and an income tax credit the year in which you transfer your assets. The remaining portion of the trust, after all payments have been made, comes to you.

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Technical Advocacy: Coordinating Your Legal and Tax Teams

An estate plan is only as effective as its implementation. A trust drafted by an attorney is useless if the assets are not correctly titled by the financial advisor or if the tax implications are ignored by the CPA. At GIS, we act as the central point of coordination to ensure your estate architecture is seamless.

The Gap Between Legal Intent and Financial Reality

We often see "orphan" estate plans—legal documents that have been signed but never integrated into the client’s actual portfolio. Our role is to bridge that gap by:

Verification of Titling: Ensuring every account and asset is titled according to your Trust’s instructions.
Tax Efficiency Review: Working with your CPA to project the tax impact of your estate’s distribution.
Beneficiary Audit: Confirming that beneficiary designations on retirement accounts align with your overall legacy goals.

Partnering with Tucson Attorneys

We do not draft legal documents. Instead, we provide your attorney with the granular financial data they need to build a robust plan. This collaborative approach reduces errors and ensures that Doug McClure and Jay Clifford are executing the plan exactly as your legal counsel intended.

The Role of the Fiduciary in Estate Administration

When a transition occurs, the family needs a steady hand. We work alongside your executors and trustees to handle the technical transfer of assets, providing a level of continuity that institutional banks often fail to deliver.

Estate Planning

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Move from Uncertainty to Financial Clarity

Complex financial decisions benefit from experienced and thoughtful execution Schedule a brief date and time to discuss your goals and how we will help.