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Start Your Planned Giving Program

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Charitable Gift Annuities

Charitable gift annuities are the most popular form of planned gift and the number of charities that offer gift annuities continues to grow. Planned gifts have become an increasingly important component of capital campaigns, with gift annuities playing a leading role. For thousands of charities, a successful gift annuity program has become an essential contributor to a successful fundraising effort.

Getting Started with Gift Annuities

Starting a charitable gift annuity program involves making a series of decisions. Many of these decisions require review by different departments as well as the approval of your Board of Directors. Identifying the major program components will help you get this decision-making done quickly.  > Read more.

Gift Planning

Gift planning is the art of creating a gift arrangement that meets the donor's objectives while benefiting charity. Charitable gift annuities offer many benefits that produce a win-win situation for all. Gift annuities are an attractive option for your development officers to be able to offer your donors.  > Read more.

Investments and Administration

Investment management and gift administration of planned giving programs are two entirely different areas of expertise. Often charities start with the idea of selecting a single provider for both services, but this option is not open to all or necessarily the best choice.  
> Read more.

Tracking, Reporting and Compliance

How gift annuity information is tracked and shared has important implications for future reporting and compliance needs. Making good choices now can save your organization a great deal of time, vexation, and expense in the years ahead.  > Read more.

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PG Calc Incorporated

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