High-Impact Advanced CGAs: Unlocking the Full Value of Your Donor’s Noncash Assets (with bonus Featured Guest Case Studies)

Charitable gift annuities are a tried-and-true option for donors who want to make a philanthropic impact and generate lifetime income.

The myth is that CGAs tend to be small and provide simple solutions. This webinar will outline why this is not the case.  You can maximize both impact and income by bringing your creativity—along with your technical know-how—to every planning discussion.

In this webinar, we’ll review some great opportunities, including the many benefits of funding CGAs with donors’ most valuable assets, like real estate, business interests and crypto. If your organization doesn’t accept illiquid assets, we’ll outline steps you can take to navigate the complexities. We’ll also show you how to get the greatest benefit from QCD-funded CGAs. And we’ll share some strategies our National Gift Annuity Foundation clients have used to turn opportunities into great MEGA CGA gifts.

Please join Bryan Clontz, Ph.D., CFP®, AEP®, CAP®, Johnne Syverson CFP®, AEP®, CAP®, and a special guest on September 16th and 18th by registering here:

Past Free Webinar Recordings (www.charitablesolutionsllc.com/webinars)