18. Navigating Generosity: Charitable Gift Annuities

Send us Fan MailIn this episode of Navigating Generosity, Nicole Donelson sits down with David Torre to explore how charitable gift annuities (CGAs) can enhance the value you bring to client conversations. From retirement income strategies to charitable tax deductions, CGAs offer a unique way to align financial planning with philanthropic goals.You’ll walk away with practical talking points, planning considerations, and a better understanding of how the Central Florida Foundation can serve as a trusted partner—not just for executing CGAs, but as an extension of your advisory team in philanthropic planning.🎧 Whether you’re guiding clients through retirement or legacy decisions, this episode will equip you with the tools to introduce CGAs with confidence.Guests:David Torre, CEPA®, CFP®, AEP®, TEP®, CAP® | Wealth & Philanthropy StrategistNicole Donelson, CAP® | Director of Community Engagement, AdventHealthNavigating Generosity is an off-shoot of First You Talk, Central Florida Foundation's podcast focused on breaking down complex social issues. Navigating Generosity episodes are designed for professional advisors and anyone who wants to be better informed when discussing charitable giving with their advisors. Our hosts include Chartered Advisors in Philanthropy® and other professionals in this field, including wealth and financial advisors.Visit the First You Talk website.Visit Central Florida Foundation's Instagram.As our region’s community foundation, Central Florida Foundation serves as a launchpad for high-impact philanthropy. Championing the collective power of head, heart and dollar, we coordinate the commitment and investment of philanthropists, nonprofits, and community partners to target today’s most critical challenges and those on the horizon to truly transform our community. The Foundation also offers expert giving advice, a personalized approach to managing charitable funds, and the capacity to convene collaboration across sectors. Learn more at cffound.org.