Take the Road Less Traveled
You don't have to be an expert in charitable life income arrangements in order to help your donor. Check out this creative way that a savvy gift officer helped his donor to make a great gift.
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Charitable Gift Annuity
CGA: Key Questions to Ask
When you enter into discussion with a donor prospect about CGAs, have these six considerations in mind.
CGAs: 10 Things You Must Know
10 things you need to know in order to have a confident understanding of CGAs.
An Opportunity to be Creative
When talking with your donors about a CGA, make sure you include this alternative which might be a really smart move for your donor.
Providing for Both Charity and Loved Ones at the End of Life
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?
Charitable Gift Annuity: How Payments Are Calculated, Part 2
(Scroll down for the question)
THE SOLUTION:
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.
Charitable Gift Annuities: How Are Payments Calculated?
The Question: When a Charitable Gift Annuity (CGA) is established, what are the critical factors in calculating the annuity payment?
Life Income Gifts: Key Characteristics, Part 2
All Life Income Gifts (LIGs) share a set of key characteristics?
A Donor Has Concerns About Retirement Income, Part 2
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?
Turning a CGA Into Season Tickets
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.