Education and Training

Maximizing the Benefits From Your Gift Annuity Program

Presenter: Frank Minton, Planned Giving Services, Seattle, WA
(Broadcast date: 6/16/04)

Program Description

This session will show how to minimize risk and maximize benefits to a charity through new applications, properly managing investment of reserves, efficiently coping with state regulations, and adopting sensible policies.

Learning objectives for this presentation include:

• Understand how to limit the risk of gift annuities.
• Learn about more creative applications of gift annuities.
• Become more knowledgeable about the issues in managing a gift annuity program.

(Contains information covered in Syllabus Codes: 3.00)

Click here to order your CD