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
Purchase Type: 
Individual
Recent News & Events
CGP Webinar: Emotional Intelligence for Gift Planners: Increase Your Job Satisfaction, Success and Productivity
Dec 12, 2018
To be most successful in your work as a charitable planner, you need more than technical know-how. You also need to b...
More
Save the Date - CGP Conference New Orleans
Oct 04, 2019
CGP Conference is a unique meeting place for all of the professionals working in charitable gift planning. In your wo...
More
Impact Investing: Gift or Deal?
Sep 19, 2018
“Doing good” is changing. How will you respond when prospective donors raise these objections? If nonprofits could fi...
More
Five key ingredients to getting a planned giving program off the ground
Aug 08, 2018
Let’s say you’re a major and planned gifts officer in a small development shop, and you do it all—marketing, prospecting...
More
Related Resources
8 Cool Ways Your Donors Can Give With CRTs
This session from NCPP 2016 used a case study method to list 8 donor fact patterns and then described how using a CRT...
View
Storytelling for Gift Planning Success Your Roadmap for Collecting Great Stories
Stories have been with us since the beginning of time. We believe that we’re all “wired” for stories; when we hear a...
View