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Charitable Gift Annuity
When you enter into discussion with a donor prospect about CGAs, have these six considerations in mind.
10 things you need to know in order to have a confident understanding of CGAs.
When talking with your donors about a CGA, make sure you include this alternative which might be a really smart move for your donor.
How can Cathy make a gift through her estate plan that will take care of living relatives AND provide a significant gift for the Symphony?
(Scroll down for the question)
The two main factors to keep in mind when helping donors consider a CGA are 1) age and 2) number of annuitants.
Expressed as equations, they look like this:
1) O + F + L = B
The Older the beneficiaries/annuitants, and the Fewer beneficiaries or annuitants, and the Lower the payout rate, the Bigger the overall tax benefits.
A business owner is rightly worried about retirement income, since she won't be receiving a corporate pension or other benefits. How can you help her get retirement security and make a gift to your organization?
Rebecca is a 75-year-old widow who loves attending the opera. She has been a season-ticket holder for years, but is considering dropping her subscription because she is concerned about the cost.