What to Use When: CGAs vs. CRATs and CRUTs

Event Schedule
Thursday, May 25, 01:00 PM-02:00 PM
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Description:

Many gift officers think immediately of a charitable gift annuity when a prospect starts talking about gifts that pay income. Some major and annual gift officers may think gift annuities are the only planned gifts that pay income! This is not true, of course, and while there are some situations where a gift annuity or a charitable remainder trust would both be appropriate, there are other situations where one or the other is clearly preferable. Factors to consider when deciding between a CGA and CRT include cost, assets to be used to fund the gift, desired number of income beneficiaries and duration of the arrangement, donor preferences and familiarity, and the risk tolerance of the charitable beneficiary. This webinar will help you quickly analyze a donor’s situation and feel confident you are suggesting the life income gift that will be best for your charity and for the donor.

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