Evaluate the effectiveness of your program
The Gift Annuity program audit developed by Frank Minton and the Planned Giving Services team gave us confidence in the integrity and stability of our gift annuity program."
— Lindsay L. Lapole, III CFRE
Territorial Planned Giving Director
The Salvation Army-USA Southern Territory
Audit of an Existing Planned Giving Program
For the institution wishing to evaluate and improve the effectiveness of its planned giving efforts, we can assist by:
- Reviewing relevant records
- Interviewing key participants
- Examining the feasibility of offering donors new ways to make gifts
- Suggesting revisions to marketing plans or administrative procedures
Audit of a Gift Annuity Program
For the institution wanting to minimize risk and maximize the benefits of charitable gift annuities, our services are available for:
- Determining the adequacy of gift annuity reserves to meet annuity obligations
- Reviewing policies regarding the issuance of gift annuities
- Evaluating compliance with state regulations
- Analyzing marketing practices
Both types of audits typically involve a site visit and result in a detailed written report.
For further information or pricing, please call PG Calc toll free at
888-497-4970 or send an e-mail.
