Dear Donor, Please Forgive Me: Avoiding Gift Annuity Mistakes

Charities like to promote charitable gift annuities as one of the simplest life income gifts - and they often are.  However, there are traps to snag even the most knowledgeable of gift officers and the cost to a donor can be considerable. This webinar will identify some of the more common mistakes that charities make when issuing and administering gift annuities, and the sometimes simple steps that can be taken to avoid the traps. Forms will be provided to minimize errors, resulting in happy (and hopefully repeat) donors.