As a non-profit leader, you know tax-exempt status is a foundational part of your organization. Still, the IRS requires organizations to meet specific operational standards each year to maintain that status. Small shifts in funding, mission, or structure can affect your eligibility over time, creating a risk of non-compliance. A periodic review is the best way to avoid costly surprises and ensure your organization continues to operate on solid ground.

Donating to a non-profit organization supports a cause that is meaningful to the contributor, but to those who are 70 1⁄2 or older, it also offers significant tax advantages. One such method is through Charitable Gift Annuities (CGAs). This financial tool allows donors to make substantial charitable contributions while also securing a steady income stream for themselves. If you're eligible, here's how you can leverage CGAs to save on your taxes while contributing to a non-profit you care about.