What To Use and When: CGAs vs CRATs and CRUTs (Webinar)
It is not uncommon for most gift officers to think immediately of a charitable gift annuities when a prospect starts talking about gifts that pay income. In fact, major and annual gift officers may think gift annuities are the only planned gifts that pay income!
There are some situations where a charitable remainder trust or a gift annuity would both be appropriate, and there are other situations where one or the other is clearly preferable. Some considerations include cost, assets used to fund the gift, donor preferences and familiarity, and the risk tolerance of the charitable beneficiary. This Webinar will help you quickly analyze a donor situation and feel confident you are suggesting the life income gift that will be best for your charity and the donor.
Presenter: Jeff Lydenberg, PG Calc
Sponsors: Community Foundation for Southeast Michigan & Oakland University