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
Event Type: 
Conference Session
Purchase Type: 
Individual
Upcoming Events
How We Do It: Structuring Collaboration Among Fundraising Program
Aug 25, 2020
The best possible outcomes for donors and organizations happen when fundraising colleagues collaborate instead of com...
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