Blogs about: Gift Annuities

Featured Blog

Planned Giving Criminals?1 comment

jgudema wrote 2 months ago: Oh, yes, there are a few. For now, this story seems to have flown under the radar – not picked … more →

Tags: Planned Giving Related News Stories, Charitable Gift Annuities, CGA, planned giving criminals, SEC

Three Year-End Questions

CSULB Office of Gift Planning wrote 5 months ago: With the end of the year coming, you may be thinking about your philanthropic goals.  Here are a few … more →

Tags: Giving, CSULB, California State University, Long Beach, giving, CSU, Long Beach

Real Estate Asset Funds a Planned Gift: Dr. Sarchet's Story

University of Chicago Office of Gift Planning wrote 8 months ago: Dr. Jeremy Sarchet, (AA’47, AM’49, PhD’51) views his donation of real estate to the University of Ch … more →

Tags: Charitable Remainder Trusts, General Information, bequests, Tax Benefits, Estate Planning, Donor profile, Retirement, Real Estate

Did you know? Charitable Gift Annuities: Guaranteed Income For Life

University of Chicago Office of Gift Planning wrote 8 months ago: How can a charitable gift provide guaranteed income for life?  In this blog post, we’ll break … more →

Tags: General Information, Tax Benefits, Retirement, beneficiary designation, Estate Planning

Did You Know? Life Income Gifts

University of Chicago Office of Gift Planning wrote 8 months ago: Life income gifts allow you to retain some aspect of the asset or assets you use to make a gift, suc … more →

Tags: Charitable Remainder Trusts, General Information, Did you know?

The Value of a Gift Annuity Program3 comments

jgudema wrote 1 year ago: Measuring the value of a gift annuity program is not always as easy as “how much money did we … more →

Tags: Planned Giving Related News Stories, Charitable Gift Annuities, Planned Giving Commentary, Charitable bequests, planned giving programs

Doctors and Gift Annuities

Editors wrote 1 year ago: On the ACGA Support for Tax Initiatives By Children’s Home Society of Florida Foundation A Sen … more →

Tags: Retirement and Benefits, Taxation, IRA, CRT, acga, American Council on Gift Annuities, Conrad Teitell, All-American Charitable IRA Rollover Act of 2012, QCDS

Survey on gift annuities: the results are in.9 comments

Phyllis Freedman wrote 3 years ago: The American Council on Gift Annuities has just released its 2009 Survey of Charitable Gift Annuitie … more →

Tags: Marketing, fundraising, Planned Giving, Research, audience segmentation

PG Website Tip #3

Phyllis Freedman wrote 3 years ago: I’ve previously written about how hard it is to find contact information on many nonprofit web … more →

Tags: Marketing, fundraising, Planned Giving, bequests, E-fundraising

Counting planned gifts.1 comment

Phyllis Freedman wrote 3 years ago: Jim Roehm, of The Preservation Society of Newport County, Rhode Island, posted a comment last week a … more →

Tags: bequests, fundraising, IRA Gifts, Life Insurance, Marketing, Planned Giving, stewardship, Trends, PPP

Planned Giving Lesson of the Week - To Start (or Keep) a CGA Program or Not?

jgudema wrote 3 years ago: I struggle often about gift annuities (“CGA”) – are they all they are cracked up t … more →

Tags: Planned Giving Vehicles, Charitable Gift Annuities, CGA, New Programs, small programs

Why do newsletters work?1 comment

Phyllis Freedman wrote 3 years ago: Traditional planned giving newsletters, mailed in an envelope with a reply card and cover letter, co … more →

Tags: Marketing, fundraising, Planned Giving, bequests, IRA Gifts

Planned giving reply card: tip #2.

Phyllis Freedman wrote 3 years ago: I wrote previously about looking carefully at what comes in my mailbox.  And, when given the opportu … more →

Tags: Marketing, Testing, fundraising, Planned Giving

Which test won?6 comments

Phyllis Freedman wrote 4 years ago: As promised, I want to share with you the results of the postcard test recently conducted and descri … more →

Tags: Marketing, Testing, fundraising, Planned Giving

Tidbits of wisdom.

Phyllis Freedman wrote 4 years ago: I’ve just returned to the office from Planned Giving Days in DC, sponsored by the National Cap … more →

Tags: Marketing, Demographics, fundraising, Planned Giving, stewardship, Boomers


Related Tags
All →

Follow this tag via RSS