Must Know for Fundraisers: Donor Advised Funds
As more and more of our major donors use Donor Advised Funds, it's our responsibility to have a confident understanding of this important tool.
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Gift Type
CGA: Key Questions to Ask
When you enter into discussion with a donor prospect about CGAs, have these six considerations in mind.
CGAs: 10 Things You Must Know
10 things you need to know in order to have a confident understanding of CGAs.
Estate Plan
It's an unfortunate fact that many (most?) of the charitable donors out there do not have a current estate plan. Sad, but true. At the same time, a gift through a donor's estate is the most logical and frequent source of major gifts.
Charitable Gift Annuity: How Payments Are Calculated, Part 2
(Scroll down for the question)
THE SOLUTION:
The two main factors to keep in mind when helping donors consider a CGA are 1) age and 2) number of annuitants.
Expressed as equations, they look like this:
1) O + F + L = B
The Older the beneficiaries/annuitants, and the Fewer beneficiaries or annuitants, and the Lower the payout rate, the Bigger the overall tax benefits.
Charitable Gift Annuities: How Are Payments Calculated?
The Question: When a Charitable Gift Annuity (CGA) is established, what are the critical factors in calculating the annuity payment?
Life Income Gifts: Key Characteristics
All life-income gifts share a set of key characteristics. Which of the following are true?
A Donor Has Concerns About Retirement Income, Part 2
A business owner is rightly worried about retirement income, since she won't be receiving a corporate pension or other benefits. How can you help her get retirement security and make a gift to your organization?
Becoming the Beneficiary
Yuan is a career librarian, now retired. She has always worked hard and lived simply, and has savings of nearly $100,000 as a result. But Yuan has suffered numerous health issues in recent years.
Turning a CGA Into Season Tickets
Rebecca is a 75-year-old widow who loves attending the opera. She has been a season-ticket holder for years, but is considering dropping her subscription because she is concerned about the cost.