38 min listen
Deep Dive into Charitable Gift Annuities
ratings:
Length:
50 minutes
Released:
Mar 28, 2023
Format:
Podcast episode
Description
In this episode we’ll be learning all about what Charitable Gift Annuities are, best practices for non-profits creating CGA agreements, best prospects for this gift vehicle, and recent news around payout rates. As a consultant, Edith (Edie) works with charitable organizations across the country, providing assistance on both gift-specific questions and issues relating to operation of their planned giving programs. Edie also helps charities comply with state regulations for issuance of gift annuities and is a contributing author for Charitable Gift Annuities: The Complete Resource Manual. Edie has spoken at American Council on Gift Annuities (ACGA) conferences, local planned giving councils, and to varying groups within charitable organizations (including Boards, staff, and donors). She is a past board member the ACGA.
Released:
Mar 28, 2023
Format:
Podcast episode
Titles in the series (70)
2021 Economic Outlook and What High-Net Worth Individuals Are Thinking by A Legacy of Generosity