Session Description: Is your Charitable Gift Annuity Program a Vital Planning Tool or an Albatross?

While gift planning and planned giving Infrastructures evolve to meet the growing expectations of the American donor, the planning tools themselves sometimes seem to fail in meeting the overall objectives. One vehicle that always suffers a questionable destiny is the charitable gift annuity. Is the vehicle at fault, or could there be another issue that plagues this philanthropic planning tool? In this session, you’ll determining the correct path for an inactive CGA program.

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
CFP: Approved for 1 hour