Gersten Financial and Insurance, Inc.
189 Reservoir Street Needham, MA 02494
800-925-7991
Charitable Giving
We Can Show You How
The tax benefits if managed correctly can accomplish these three important objectives.
  • Increase retirement Income
  • Leave a substantial legacy to children or heirs
  • Provided a significant gift to charity in connection with a client's overall financial plan
Our Expertise
  • Charitable Life Insurance Gifts
  • Charitable Gift Annuities (CGA)
  • Charitable Remainder Annuity Trust (CRAT)
  • Pooled Income Fund (PIF)
  • Charitable Remained Unitrust Trust (CRUT)


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