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Category: CRT Conversion to CGA

 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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  • Power of Attorney Issues Dementia Stroke Alternative POAs November 4, 2025
  • Revocable Living Trusts vs. Wills and Powers of Attorney: A Comprehensive Overview August 14, 2024
  • Cautionary tale – Do you need to update a Power of Attorney when you change state of residence? May 14, 2024
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