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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Estate Planning Strategies for Families and Business Owners

Preserving wealth across generations requires thoughtful planning, coordination, and trusted guidance. At Global Investment Strategies, we help families and business owners explore estate planning strategies designed to support long-term wealth preservation, family continuity, and charitable objectives.

Rather than replacing your attorney or tax professional, our role is to work alongside your existing advisors to help ensure financial assets, insurance strategies, and long-term planning objectives align with the intent of your estate documents.

Estate planning strategies graphic showing wealth transfer, tax planning, succession, and legacy coordination

Estate Planning Is More Than Documents

Many estate plans begin with well-written legal documents, but over time those documents may become disconnected from the financial assets they were designed to govern. We often see situations where:

Trust structures are created but not properly funded
Insurance strategies are not coordinated with estate objectives
Business succession intentions are not clearly reflected in financial planning
Changes in tax law or family structure are not revisited

Our role is to help clients review these areas and identify opportunities to bring their financial strategies into alignment with their estate planning goals.

Strategic Coordination with Your Advisors

Estate planning works best when financial, legal, and tax professionals collaborate. Global Investment Strategies works alongside your trusted professionals, including your:

Estate planning attorney
CPA or tax advisor
Business advisors
Trustees or family decision makers

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.