Gift annuities continue to be one of the most popular planned gift agreements. This track explores the many creative ways gift annuities can be closed. Discover effective administration for keeping donors happy and understand state regulations.
Instructor: Cam Kelly
There is no doubt that charitable gift annuities offer great opportunities that can benefit both a donor and charity. There are also many things a gift planner must understand about offering gift annuities such as where the ACGA rates schedule comes from, why it’s important to share information with your finance office, different considerations for programs at different stages of maturity, some thoughts on marketing, and the importance of good program administration. This presentation will offer a soup to nuts package of information touching on several areas that are important to gift annuity programs.
Instructor: Jim Soft
While “donative intent” may be the ideal in most planned giving situations, problem solving through various planned giving gift instruments can be the answer not only to financial and estate issues for the donor, but also to domestic concerns and needs for children and grandchildren. One of the simplest and most effective problem solving gift instruments is the Charitable Gift Annuity. When Willa contacted her favorite charity to “solve” a tax problem and generate some extra current income, she also learned how to provide for spendthrift heirs, protect a ranch from a future forced sale, and teach her daughters the uniqueness and importance of a charitable element in one’s financial/estate plan. This session is for the development officer who wants to learn how to create a philanthropist rather than find one.
Instructor: Bob Rock
Charitable gift annuities are likely to grow and become a significant source of fundraising in the future. However, the recent volatility in the investment markets has revealed some of the risks inherent in issuing gift annuities. This has raised concerns about continuing to offer (or starting to offer) charitable gift annuities. Come learn about what the expectation of the ultimate gift amount should be from a charitable gift annuity, how to realize the value of the gift prior to the termination of the annuity while reducing risk and, how to enhance the fundraising opportunity offered by including charitable gift annuities in your planned giving efforts when managed in a financially prudent manner.
Instructor: Lewis von Herrmann
How cheap can you be? Marketing gift annuities can be as complex and expensive as you have budgeted funds, but there are multiple ways to achieve high level responses and some that may cost you nothing. This session will provide creative ways to market to the right audience at the right time for the right cost.
