Current/Deferred CGA

Donors love gift annuities for their fixed payments, partly tax-free return and a charitable income tax deduction. Elizabeth will cover current and deferred gift annuities, how gift annuities work and ways to market these popular gifts to your donors. You will also learn the gift, estate and capital gains tax implications of gift annuities on your donors' returns.

Instructor: Elizabeth Jackson, J.D.

Creative CGA Approaches

What are some of the more creative gift annuity design options? Learn the latest strategies for crafting deferred, flexible, retirement, testamentary annuities and more. Can your organization benefit from gift annuities for land and real estate? Stephanie will address the advanced gift annuity benefits for you and your donors and also whether you should offer combination gift annuity/life estate agreements.

Instructor: Stephanie Buckley, LLM

Gift Annuity Risks and Rewards

How is your gift annuity pool invested and managed? Risk management plans can help you fine-tune your gift annuity approach and give your organization peace of mind. Learn about start-up risk management plans, risk audits, asset/liability matching optimization, reinsurance and many other strategies as Bryan draws on his experience with gift annuity risk management.

Instructor: Bryan Clontz

CGA State Regulation and Administration

Are you confused or uncertain about the rapidly growing state regulation of gift annuities? Flora will teach you the ins and outs of state regulations, how to prepare for issuing gift annuities and avoid future penalties. Proper and accurate gift annuity administration is also essential for maintaining good donor relations. Let Katarina show you how to make administration easier and less time-consuming.

Instructors: Katarina Jurcevic and Flora Resendiz