The (Baltimore) Raven Says Nevermore: Creative Advanced Gift Annuity Planning

Bryan Clontz
 
This highly interactive session will present three case studies.  First, a donor is trying to understand the differences between a large CRAT or CGA and the costs and benefits of each decision.  Next, a donor wishes to fund a CGA with S-Corp stock or real estate and wants to understand the options and creative planning techniques.  Finally, the same donor does not think she will ever need the income, but wants to know if there are any creative options that will allow her to choose to take the income or give another major gift in the future.
 
Learning Objectives:
1. Learn how CGAs compare to CRATs.
2. Learn how CGAs can be funded with Real Estate and Gift Annuities.
3. Learn how CGAs can be used to create longevity insurance triggers or as future outright gifts.

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
 
Conference Year: 
NCPP 2017
$30.00
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