Covid-19 Update: For your convenience, we execute CGA contracts electronically.
This variable income option pays a 5% distribution based on the value of the units purchased in the trust.
Charitable deduction averages 40% greater than a charitable remainder unitrust with the same payout rate.
Gemini I allows you to name up to ten income beneficiaries including your children and grandchildren.
Complete flexibility in ultimately distributing your gift to charity through the Charitable Gift America Donor Advised Fund. You have the freedom to name your Fund and the advisors that will determine who receives grants. You also have the option of creating an endowed fund that will last in perpetuity.
You will completely avoid capital gains tax on the transfer of appreciated assets to Gemini I. This significantly increases the number of units you can purchase since the full fair market value of your assets will be used to fund your account.
How do I open an account? Download the application booklet on the home page. Complete and send it in to Charitable Gift America via email, fax or USPS
Can I receive an illustration before opening an account? Yes! Just email us at email@example.com or call 904-395-3997.
How does Gemini I create a 5% distribution like a CRUT? Our unique relationship with Bridgeford Trust Company allows us to make distributions from a common trust fund to the Gemini Income Trust I in a consistent manner. This strategy is only available at Gemini I, and because of this, the assets in the trust have a chance to increase over time.
How does Gemini I invest it's assets? We use a total return strategy for the Fund. We can even hire your financial advisor for accounts of $500,000 and above. We encourage you to download the Disclosure Statement on the homepage for more details.
What is the minimum amount required to open an account? $5,000.
Is there any expense to open an account? None!
Can I fund an account with real estate? Yes. We have the ability to liquidate your real estate and fund your account immediately. What a great way to avoid the gains on your property!