Charitable Gift Annuity

Research Category

Bulk operations

		Rated
	1 Jun 2016 \| Charitable Gift Annuity \| National Publication, Two Hawks Consulting, LLC \| Article Interview with Johnne Syverson This interview with Johnne Syverson explores the current state of the gift annuity marketplace and the surprisingly small number of charities that currently offer them. Is there a better solution for charities?	3
	9 Mar 2016 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article 32 Years of American Annuity Experience: Part 5.3 of Calculating Gifts George A. Huggins and the Conference on Annuities, 1927-1959 Ron Brown discovers surprising historical relationships among life insurance, pensions, and gift annuities in his latest essay. Why did gift annuity contracts aim to provide 70% for charitable services, and just 30% to finance life annuity payments?	0
	2 Mar 2016 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article 32 Years of American Annuity Experience: Part 5.2 of Calculating Gifts George A. Huggins and the Conference on Annuities, 1927-1959 Ron Brown continues his in depth exploration of Gift Annuity history discussing the abuses in the American life insurance industry, regulatory reforms by New York State, and how today's design of planned gift programs was shaped by public policy...	0
	24 Feb 2016 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article 32 Years of American Annuity Experience: Part 5.1 of Calculating Gifts George A. Huggins and the Conference on Annuities, 1927-1959 We continue Ron Brown's exhaustive research on the history of Gift Annuities, now deciphering how the calculations were derived.	5
	16 Jul 2015 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article The Actuarial Revolution in Charitable Fundraising Part 4 of Calculating Gifts: George A. Huggins and the Conferences on Annuities, 1927-1959 Contributing author Ron Brown continues with part 4 of his exploration of the history of gift annuities.	0
	18 Feb 2015 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article Calculating Gifts: George A. Huggins and the Conferences on Annuities... Part 3.4: A Gift Annuity Campaign Catches Fire - National Leadership After its phenomenally successful Annuity Bond campaign captured national attention, the American Bible Society embraced new standards of advertising ethics. ABS led the first professional association of philanthropic planners for more than six decades.	5
	9 Feb 2015 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article Calculating Gifts: George A. Huggins and the Conferences on Annuities... Part 3.3: A Gift Annuity Campaign Catches Fire - ABS Campaign Ron Brown continues the journey into the birth of the Charitable Gift Annuity.	0
	28 Jan 2015 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article Calculating Gifts: George A. Huggins and the Conferences on Annuities... Part 3.2: A Gift Annuity Campaign Catches Fire - Annuity Bond Marketing Ron Brown continues his series on the evolution of Gift Annuities as a mainstream giving tool.	0
	27 Jan 2015 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article Calculating Gifts: George A. Huggins and the Conference on Annuities... Part 3.1: A Gift Annuity Campaign Catches Fire - Introduction Philanthropic planners owe a tremendous debt to the American Bible Society, which captured the attention of the country with its gift annuity campaign in the 1920s, raising millions of dollars for its mission and inspiring many other charities to start life-income...	0
	4 Nov 2014 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article Calculating Gifts: George A. Huggins and the Conferences on Annuities... Part 2: Gift Annuities on the Brink Part 1 of this series tells of an emergency Conference on Annuities convened on April 29, 1927 to address a looming crisis: too many charitable organizations...	0
	9 Sep 2014 \| Charitable Gift Annuity \| National Publication, Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP \| Article Immediate Annuities and Gift Planning - Part Two Ten Commercial Immediate Annuity Applications in Gift Planning: A Case Study Approach Following Part I of Immediate Annuities and Gift Planning, 10 case studies are presented below to illustrate how immediate annuities can provide solutions in unique charitable...	0
	3 Sep 2014 \| Charitable Gift Annuity \| National Publication, Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP \| Article \| 2 comments Immediate Annuities and Gift Planning - Part One Boring Product, Creative Applications In Part One of a two part series, annuity expert Bryan Clontz gives a brief education on commercial annuities and charitable gift annuities and provides a comparison of the income tax, cash flow and charitable portions of the annuity transaction.	5
	14 Aug 2014 \| Charitable Gift Annuity \| National Publication, Two Hawks Consulting, LLC \| Article Charitable Gift Annuities It's worth the time and effort to get up to speed on CGAs Charitable Gift Annuities are one of the fundamental building blocks of a good planned giving program. This article is meant to reinvigorate the conversation about this flexible and powerful planning tool.	4.333335
	11 Aug 2014 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article \| 1 comments Calculating Gifts: George A. Huggins and the Conferences on Annuities... Part 1 of a Series America fell in love with gift annuities in the 1920s. In their enthusiasm for receiving gifts in exchange for fixed, lifetime payments, too many charities committed avoidable errors. George Huggins proposed a solution based on actuarial science. Over ten...	0
	24 Apr 2014 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article Benjamin Silliman: The Gift Planner Behind the First Modern... The first modern gift annuity contract committed Yale to making fixed payments for the unknowable length of a person's life. Attorney Peter Augustus Jay adapted complex ideas drawn from his experience with life insurance, pensions, and banking for charitable...	0
	24 Apr 2014 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article Benjamin Silliman: The Gift Planner Behind the First Modern... Artist John Trumbull offered to give his best paintings of the American Revolution to Yale in exchange for "a competent annuity for life." Gift planner Benjamin Silliman devoted 18 months to making this proposed gift a reality. His first challenge was securing...	2
	9 May 2011 \| Charitable Gift Annuity \| National Publication \| News story ACGA Issues New Suggested Gift Annuity Rates The Board of Directors of the American Council on Gift Annuities has approved a new schedule of suggested maximum gift annuity rates for gifts established on or after July 1, 2011.	0
	3 May 2010 \| Charitable Gift Annuity \| National Publication \| News story \| 3 comments ACGA Issues New Suggested Gift Annuity Rates The American Council on Gift Annuities board of directors held its semi-annual meeting on April 28, 2010. At the meeting the Rates Committee recommended a new schedule of gift annuity rates effective July 1, 2010.	0
	17 Sep 2009 \| Charitable Gift Annuity \| National Publication \| News story Charities Encouraged to Complete 2009 Gift Annuity Survey The American Council on Gift Annuities (ACGA) conducts a survey every five years to learn the state of charitable gift annuity programs in the United States. The 2009 survey is particularly important. Charities rely on the survey results for evaluating their gift...	0
	1 Jul 2009 \| Charitable Gift Annuity \| National Publication \| Case study \| 8 comments Case Study: Utilizing Gift Annuities to Help Older Donors Provide for... It was Will Rogers who once said, "I'm not as interested in return on my principal as I am return of my principal. In this case study, Mr. Braun, an 82-year-old widower who is worried about market volatility, learns how he can transfer...	5

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Define: Charitable Gift Annuity

A charitable gift annuity is described generally as a transaction in which an individual transfers cash or property to a charitable organization in exchange for the charity's promise to make fixed annuity payments to one or two life annuitants.

Recent activity

Immediate Annuities and Gift Planning - Part One

"Thanks for your comment and I am just glad one person found the article informative! I would agree completely with your point about charitable..." from Bryan Clontz.

"Thank you for your article describing annuities. I found it very informative. However, I do not agree with your summary of the differences between..." from RNDavis.

Calculating Gifts: George A. Huggins and the Conferences on Annuities, 1927-1959

"Having done gift calculations by hand in the late 70s riding on the train from Prinston to New York City, and then buying one of those Texas..." from James Connell.

Case Study: Utilizing Gift Annuities to Help Older Donors Provide for Future Needs

"This was very helpful" from Kbinning.

"...and if they are going to reinsure make sure it's with a company that has the highest financial ratings and strength. Today more than ever,..." from jericp.

"Good example, but: 1) this donor is in a high tax bracket...must have a bunch of IRA income or something. Planned giving professionals should not..." from phillips bragg.

"This article, with reference to Will Rogers, appears to be geared toward the benefit of CGAs as it relates to the donor (not the charity)and the..." from Douglas Delaney.

"I couldn't agree more Thomas! Unless a charity is in a RARE financial postion it should look at CGA Reinsurance as well. Having worked with numerous..." from Erik Faulk.

"Charitable Gift Annuities provide great opportunities to donors of all shapes and sizes. Caution to the charities: recent market experiences..." from TZAJAC.

"And, this example is EXACTLY why I'm such a big fan of charitable gift annuities. Yes, recently we have all been getting an education about the..." from Lorri Greif.

ACGA Issues New Suggested Gift Annuity Rates

"I agree that we should let this small change occur without fanfare. However, I will take this occasion to contact several of our current gift..." from David Terrill.

"A number of VirtualGiving website clients have asked me what they should be saying about this change on their websites. It's our opinion that..." from Scott Janney.

"Great news...Wait for its implementation...." from lumpsumannuity.

National Heritage Foundation Files for Bankruptcy: Gift Annuitants Among Largest Creditors

"Just want to point out that my May 11, 2009 blog regarding the donor-advised funds at the National Heritage Foundation was just meant to raise a..." from Richard.

ACGA and PPP Respond to WSJ Article Re: Gift Annuities

"I believe this article to be poor jounalism and more "national enquirer" style sensationalism. I have worked with charities for 12 years insuring..." from Don Jackson.

"It is unfortunate that the media, in this case the esteemed WSJ (??) editor did an injustice to any and all charitable organizations by there..." from Francis Woodcock.

Heard on the Web: Donors Find Gift Annuities Can Stop Giving

"As I said in the May 19th edition of the newsletter, THE PLANNED GIVING KEY, the damage is already done. Unfortunately, this sloppy reporting by the..." from Lorri Greif.

"Go to http://www.pgdc.com/pgdc/acga-and-ppp-respond-wsj-article-re-gift-annuit... to see Partnership for Philanthropic Planning and American Council..." from Marc Hoffman.

"...With the following statement, "The message is donors and their advisers should scrutinize the financial strength of issuing organizations just as..." from jericp.

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		Rated
	1 Jun 2016 \| Charitable Gift Annuity \| National Publication, Two Hawks Consulting, LLC \| Article Interview with Johnne Syverson This interview with Johnne Syverson explores the current state of the gift annuity marketplace and the surprisingly small number of charities that currently offer them. Is there a better solution for charities?	3
	9 Mar 2016 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article 32 Years of American Annuity Experience: Part 5.3 of Calculating Gifts George A. Huggins and the Conference on Annuities, 1927-1959 Ron Brown discovers surprising historical relationships among life insurance, pensions, and gift annuities in his latest essay. Why did gift annuity contracts aim to provide 70% for charitable services, and just 30% to finance life annuity payments?	0
	2 Mar 2016 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article 32 Years of American Annuity Experience: Part 5.2 of Calculating Gifts George A. Huggins and the Conference on Annuities, 1927-1959 Ron Brown continues his in depth exploration of Gift Annuity history discussing the abuses in the American life insurance industry, regulatory reforms by New York State, and how today's design of planned gift programs was shaped by public policy...	0
	24 Feb 2016 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article 32 Years of American Annuity Experience: Part 5.1 of Calculating Gifts George A. Huggins and the Conference on Annuities, 1927-1959 We continue Ron Brown's exhaustive research on the history of Gift Annuities, now deciphering how the calculations were derived.	5
	16 Jul 2015 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article The Actuarial Revolution in Charitable Fundraising Part 4 of Calculating Gifts: George A. Huggins and the Conferences on Annuities, 1927-1959 Contributing author Ron Brown continues with part 4 of his exploration of the history of gift annuities.	0
	18 Feb 2015 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article Calculating Gifts: George A. Huggins and the Conferences on Annuities... Part 3.4: A Gift Annuity Campaign Catches Fire - National Leadership After its phenomenally successful Annuity Bond campaign captured national attention, the American Bible Society embraced new standards of advertising ethics. ABS led the first professional association of philanthropic planners for more than six decades.	5
	9 Feb 2015 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article Calculating Gifts: George A. Huggins and the Conferences on Annuities... Part 3.3: A Gift Annuity Campaign Catches Fire - ABS Campaign Ron Brown continues the journey into the birth of the Charitable Gift Annuity.	0
	28 Jan 2015 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article Calculating Gifts: George A. Huggins and the Conferences on Annuities... Part 3.2: A Gift Annuity Campaign Catches Fire - Annuity Bond Marketing Ron Brown continues his series on the evolution of Gift Annuities as a mainstream giving tool.	0
	27 Jan 2015 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article Calculating Gifts: George A. Huggins and the Conference on Annuities... Part 3.1: A Gift Annuity Campaign Catches Fire - Introduction Philanthropic planners owe a tremendous debt to the American Bible Society, which captured the attention of the country with its gift annuity campaign in the 1920s, raising millions of dollars for its mission and inspiring many other charities to start life-income...	0
	4 Nov 2014 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article Calculating Gifts: George A. Huggins and the Conferences on Annuities... Part 2: Gift Annuities on the Brink Part 1 of this series tells of an emergency Conference on Annuities convened on April 29, 1927 to address a looming crisis: too many charitable organizations...	0
	9 Sep 2014 \| Charitable Gift Annuity \| National Publication, Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP \| Article Immediate Annuities and Gift Planning - Part Two Ten Commercial Immediate Annuity Applications in Gift Planning: A Case Study Approach Following Part I of Immediate Annuities and Gift Planning, 10 case studies are presented below to illustrate how immediate annuities can provide solutions in unique charitable...	0
	3 Sep 2014 \| Charitable Gift Annuity \| National Publication, Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP \| Article \| 2 comments Immediate Annuities and Gift Planning - Part One Boring Product, Creative Applications In Part One of a two part series, annuity expert Bryan Clontz gives a brief education on commercial annuities and charitable gift annuities and provides a comparison of the income tax, cash flow and charitable portions of the annuity transaction.	5
	14 Aug 2014 \| Charitable Gift Annuity \| National Publication, Two Hawks Consulting, LLC \| Article Charitable Gift Annuities It's worth the time and effort to get up to speed on CGAs Charitable Gift Annuities are one of the fundamental building blocks of a good planned giving program. This article is meant to reinvigorate the conversation about this flexible and powerful planning tool.	4.333335
	11 Aug 2014 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article \| 1 comments Calculating Gifts: George A. Huggins and the Conferences on Annuities... Part 1 of a Series America fell in love with gift annuities in the 1920s. In their enthusiasm for receiving gifts in exchange for fixed, lifetime payments, too many charities committed avoidable errors. George Huggins proposed a solution based on actuarial science. Over ten...	0
	24 Apr 2014 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article Benjamin Silliman: The Gift Planner Behind the First Modern... The first modern gift annuity contract committed Yale to making fixed payments for the unknowable length of a person's life. Attorney Peter Augustus Jay adapted complex ideas drawn from his experience with life insurance, pensions, and banking for charitable...	0
	24 Apr 2014 \| Charitable Gift Annuity \| National Publication, Ron Brown \| Article Benjamin Silliman: The Gift Planner Behind the First Modern... Artist John Trumbull offered to give his best paintings of the American Revolution to Yale in exchange for "a competent annuity for life." Gift planner Benjamin Silliman devoted 18 months to making this proposed gift a reality. His first challenge was securing...	2
	9 May 2011 \| Charitable Gift Annuity \| National Publication \| News story ACGA Issues New Suggested Gift Annuity Rates The Board of Directors of the American Council on Gift Annuities has approved a new schedule of suggested maximum gift annuity rates for gifts established on or after July 1, 2011.	0
	3 May 2010 \| Charitable Gift Annuity \| National Publication \| News story \| 3 comments ACGA Issues New Suggested Gift Annuity Rates The American Council on Gift Annuities board of directors held its semi-annual meeting on April 28, 2010. At the meeting the Rates Committee recommended a new schedule of gift annuity rates effective July 1, 2010.	0
	17 Sep 2009 \| Charitable Gift Annuity \| National Publication \| News story Charities Encouraged to Complete 2009 Gift Annuity Survey The American Council on Gift Annuities (ACGA) conducts a survey every five years to learn the state of charitable gift annuity programs in the United States. The 2009 survey is particularly important. Charities rely on the survey results for evaluating their gift...	0
	1 Jul 2009 \| Charitable Gift Annuity \| National Publication \| Case study \| 8 comments Case Study: Utilizing Gift Annuities to Help Older Donors Provide for... It was Will Rogers who once said, "I'm not as interested in return on my principal as I am return of my principal. In this case study, Mr. Braun, an 82-year-old widower who is worried about market volatility, learns how he can transfer...	5