The Authoritative Reference on Gift Annuities.
Frank Minton, Ph.D., the principal author of the Charitable Gift Annuities: The Complete Resource Manual, has long been recognized as the country’s leading gift annuity expert. First published over two decades ago, the CGA Manual is now a must-have reference for organizations and advisors who deal with gift annuities.
Whether your organization has been issuing annuities for years or is just getting started, consider the CGA Manual your guide to a first-rate gift annuity program.
This comprehensive work, updated regularly, is available in two convenient formats:
- Searchable Electronic Edition: Includes CGA Manual content and prototype documents
- Print Edition: 11 ½ “x 12” binder, 750+ pages with 50 prototype documents
The electronic edition puts the CGA Manual’s wealth of practical information right on your desktop. The topics you want to learn more about are just an index click or keyword search away.
Download a PDF copy of the Table of Contents to see what the CGA Manual covers.
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Features
The CGA Manual's 22 chapters are organized into five sections:
- Gift Annuities Overview
- Program Operation
- State Regulations
- Marketing
- Applications
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
- State annual filing forms
