Charitable Gift Annuities: The Complete Resource Manual
Charitable Gift Annuities: The Complete Resource Manual is the authoritative book on gift annuities. Indeed, its principal author, PG Calc’s Frank Minton, Ph.D., has long been recognized as the country’s leading expert on gift annuities.
First published almost a decade ago, Charitable Gift Annuities: The Complete Resource Manual has become a must-have publication for charities and advisors who deal with gift annuities. Whether your organization has been issuing annuities for years or is just getting started, consider this your guide to a first-rate gift annuity program. You’ll use its wealth of content on a daily basis.
This comprehensive guide to running a gift annuity program is available in two convenient editions:
- Print: 11 ½ “x 12” binder, 750+ pages with prototype documents
- Searchable CD: Includes manual content and prototype documents
With the CD, the manual’s wealth of practical information is more accessible than ever. Simply slip the CD into your CD drive or load it on your desktop, and you’ll have immediate access to Dr. Minton’s vast knowledge. In fact, the topics you want to learn more about will be just an index click or keyword search away.
The easy-to-read manual is organized in six sections:
- Gift Annuities Overview
- Program Operation
- State Regulations
- Marketing
- Applications
- Resources
It also features prototype materials you can customize for use with your donors, including:
- Gift annuity agreements and worksheets
- Disclosure statements
- Tax information forms
- Letter templates
- Marketing materials
Want to read about special gift annuity situations? Get a FREE excerpt from Charitable Gift Annuities: The Complete Resource Manual.
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