11: Charitable Gift Annuities
This module explores Charitable Gift Annuities inside and out. It will help you to have confident conversations with donors and their professional advisors about Gift Annuities and help you spot more opportunities for these kinds of gifts. It conveys both technical information and case studies to cement learning.
You will go away knowing the answers to these questions:
- What is a Charitable Gift Annuity and how does it work?
- How is the income taxed and how might that influence when/how a donor might create one?
- What are the various kinds of Charitable Gift Annuities?
- Why are Gift Annuities such a beneficial gift for both the donor and the charity?
Full participation in Charitable Gift Annuities is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
This module also includes:
- A short quiz to test your knowledge; and
- Specially curated resources to continue your learning.
You will have continuous access to all content – including all future updates. Your purchase does not expire.
