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Rate Tables and Hard Numbers in CGA Ads

Rate Tables and Hard Numbers in CGA Ads

Charitable Gift Annuity,  Giving,  Planned Giving Marketing

Fact: Charitable Gift Annuity (CGA) rate tables or gift illustrations/examples really don’t work well. Non-profits want them in their CGA marketing pieces because they see them in everyone else’s stuff, but the reality is that they rarely bring in a gift.  Or bring in the wrong type of gift. Instead, focus on donor stories in your CGA ads and other marketing!

February 26, 2020 / 0 Comments
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SECURE Act / Note to Clients and Friends

SECURE Act / Note to Clients and Friends

Beneficiary Designations,  Bequests,  Charitable Gift Annuity,  Charitable IRA Rollover,  Estate Planning,  Marketing Planned Giving,  Planned Giving Marketing

Don’t let legislation paralyze your planned giving marketing efforts.

January 13, 2020 / 0 Comments
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Start With Their Dreams

Start With Their Dreams

Bequests,  Charitable Gift Annuity,  Charitable IRA Rollover

Do you know how to tap into a donor’s motivation to give? Have you nailed “the Passion Question?”

October 31, 2018 / 0 Comments
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Your “Sophisticated” Donor

Your “Sophisticated” Donor

Charitable Gift Annuity

“Dad, you are sitting on Apple stock. Why don’t you donate some, avoid capital gains tax, get a deduction, and receive guaranteed income for life—some of it tax-free?” “Is that legal?” he asked.

July 17, 2017 / 0 Comments
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All Annuitants Are Women and They Lie About Their Age

All Annuitants Are Women and They Lie About Their Age

Charitable Gift Annuity

With the recent plunge in the value of investment portfolios, some chief financial officers and development professionals are wondering whether they should remain “in the business” of offering gift annuities to their donors.

February 28, 2009 / 0 Comments
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