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.
SECURE Act / Note to Clients and Friends
Don’t let legislation paralyze your planned giving marketing efforts.
Start With Their Dreams
Do you know how to tap into a donor’s motivation to give? Have you nailed “the Passion Question?”
Your “Sophisticated” Donor
“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.
All Annuitants Are Women and They Lie About Their Age
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.