by Eric J. Anderson, CFP®
It is easy to get lost in the alphabet soup of Planned Giving vehicles. CGA, CRAT, CRUT, and DAF are common abbreviations for Planned Giving Vehicles used by charity groups, financial advisors, non-profit groups, and estate planning attorneys. People in these groups, myself included, can slip into “industry speak” and lose the charitably minded audience we are trying to help. My hope is to briefly explain a few of the different Planned Giving Vehicles and the tax benefits to donors.