Get the ball rolling
Choosing to offer gift annuities is a logical way to enhance a planned giving program for many charities. Gift annuities are time-honored arrangements that are attractive to donors and thus easy to promote. Let PG Calc's Planned Giving Services division lead you through the set-up of your gift annuity program.
Services include:
- orienting board members and staff to what gift annuities are and how they work
- assisting with development and implementation of policies and procedures
- reviewing tax aspects and IRS requirements
- furnishing gift annuity agreement forms and disclosure documentation for approval by legal counsel
- helping to create a gift annuity marketing plan
- examining options for administering gift annuities
The fee for implementation of a program is $3,500 plus expenses. This fee covers a daylong site visit and five hours of follow-up consulting. It also includes a copy of Charitable Gift Annuities: The Complete Resource Manual a must have manual for any gift annuity program. In addition, launching a program may entail complying with CGA state regulation.
For further information please call our Planned Giving Services division at
206-329-8144 or send them an e-mail.
