Charitable Gift Annuities


This course goes over Charitable Gift Annuities. You will learn when they make good gifts and how to accept them. The course includes:  

  1. Course Introduction 
  2. Overview of Gift Vehicles 
  3. Overview of Charitable Gift Annuities  
  4. Who, Why, When 
  5. How it Works
  6. Assets That Fund It 
  7. Tax Issues
  8. Deferred Payment Gift Annuity
  9. How to Accept
  10. Questions To Ask
  11. Things You Must Know
  12. An Opportunity to be Creative 
  13. Turning a CGA into Season Tickets
  14. 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.

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