Next Level Charitable Gift Annuities: Creative Applications – Focus on the Donor!

Participants will gain a broader understanding and increased confidence in creating charitable gift annuities that address donor needs. The CGA serves as a flexible fundraising tool, enabling the integration of long-term planning with philanthropic objectives. It also initiates conversations that may result in significant future gifts from an organization's donors. This session aims to connect practical donor needs with the process of designing CGAs and sharing their stories. This session to discover effective strategies for enhancing the cultivation and stewardship aspects of your CGA program. We will examine innovative gift planning techniques that extend beyond traditional CGA approaches. Learn how to tailor gifts according to donors expressed interests and needs. Creative applications include:

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• Funding CGAs with non-cash assets
• QCD-IRA funded CGAs
• Flexible, deferred, and high-deduction CGAs
• Establishing CGAs for beneficiaries other than the donor
• Testamentary CGAs as well as integrating CGAs into retirement planning and more.