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Charitable Gift Annuities

Summary
This course goes over Charitable Gift Annuities. You will learn when they make good gifts and how to accept them. The course includes:
- Course Introduction
- Overview of Gift Vehicles
- Overview of Charitable Gift Annuities
- Who, Why, When
- How it Works
- Assets That Fund It
- Tax Issues
- Deferred Payment Gift Annuity
- How to Accept
- Questions To Ask
- Things You Must Know
- An Opportunity to be Creative
- Turning a CGA into Season Tickets
- Letting a CGA Get Lunch
CFRE Credit
Completion of this course is applicable for 2.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Take the Course
Guided Learning Courses are available to premium members.