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Category: Charitable Gift Annuities

 Category Charitable Gift Annuities, Planned Giving Commentary, Planned Giving Related News Stories

The Value of a Gift Annuity Program

jgudema
February 20, 2012
Measuring the value of a gift annuity program is not always as easy as “how...
 Tags charitable bequests, gift annuities, planned giving programs
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 Category Charitable Gift Annuities, IRA Direct Rollover Gifts, Planned Giving Vehicles, Real Estate, Year End Giving

Year-End Giving Quandaries

jgudema
December 15, 2011
The year is winding down and with two weeks left, if you are a planned...
 Tags cga, gift annuity, ira rollovers, IRAs, real estate, single member llc, stock, year end giving
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 Category Charitable Gift Annuities

The “Double Gift” Gift Annuity

jgudema
October 24, 2011
There is no official industry name for this technique  – but it is certainly not...
 Tags renouncing CGA income
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 Category Charitable Gift Annuities, Charitable Remainder Annuity Trusts, CRT Conversion to CGA, Planned Giving Vehicles

All’s Not Well, That Doesn’t End So Well (Either)

jgudema
July 30, 2010
This would be a frustration post (but with some interesting gift planning tossed in). Quick...
 Tags cga, Charitable Remainder Trusts
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Planned Giving Advisors

We designed our planned giving service to be comprehensive (covering legal, marketing, coaching, etc…) and cost effective. Our goal and methods are simple: we enable nonprofit staff to create a strategic approach to their unique circumstances, coach you through the challenges in implementing your program, and are always ready to get directly involved in helping you close a planned gift.

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