Tri State - Charitable Gift Annuity Program Reinsurance Strategy and Options “A path forward to create endowed donors”

Slides:



Advertisements
Similar presentations
UUCS Legacy Giving How to leave a financial legacy to your Congregation Endowment Committee Unitarian Universalist Congregation of Sterling "What about.
Advertisements

DEMYSTIFYING CHARITABLE GIFTS OF CLOSELY-HELD BUSINESSES (especially Subchapter S Corporations CHRISTOPHER R. HOYT Professor of Law University of Missouri.
The Federal Gift and Estate Tax And Financial Planning  Terminology  Outline of the Federal Estate and Gift Tax  Sample Problem  Life Insurance and.
Financial Planning with Life Insurance Chapter 12
How Endowments and Planned Gifts Can Support Your Congregation’s Vision And ministries of CDP!
For Educational Purposes Only Copyright The Financial Engineering Alliance, LLC All Rights Reserved 1 Welcome! LBL6471.
Charity Insurance Payment Annuity Donor Heirs Gift Annuity with Life Insurance #1 #2.
Chase V. Magnuson, CCIMReal Estate for
PG Calc | Invested in your mission ©2013 PG Calc Planned Gifts That Appeal to Younger Donors Planned Gifts that Appeal to Younger Donors Jeff Lydenberg.
KUGLER SYSTEM THE The Continuing Usefulness of GRATs Presented by: Frank L. Rainaldi, CLU, ChFC.
Wealth Enjoyment Options Bruce Udell. © Copyright All Rights Reserved Wealth Enjoyment, LLC Charitable Lead Unitrust Wealth Enjoyment Options.
Personal Relationships…Professional Solutions Comprehensive Wealth Management Presented By Reliance Trust Company John A. Rodgers, III.
Demystifying Planned Giving THE CULTIVATION PROCESS: Ways to Engage Let’s Begin the Conversation Clyde W. Kunz, CFRE Planned Giving Roundtable of Southern.
A Guide to IRA Charitable Rollovers Emergency Economic Stabilization Act of 2008 With Case Studies James E. Connell FAHP, CSA Connell & Associates Charitable.
Financial Planning Association – Dallas Chapter November 12, 2013 Dr. Jeffrey W. Steed, MBA Senior Director of Gift Planning The University of Texas at.
Creative Charitable Strategies for Clients with Sub-Chapter S Shares Bryan Clontz, CFP® President, Charitable Solutions, LLC
You are part of the Rotary Family Be a part of it forever.
Essentials of Investments © 2001 The McGraw-Hill Companies, Inc. All rights reserved. Fourth Edition Irwin / McGraw-Hill Bodie Kane Marcus 1 Chapters 4.
McGraw-Hill/Irwin©2007, The McGraw-Hill Companies, All Rights Reserved Essentials of Accounting for Governmental and Not-for-Profit Organizations Chapter.
McGraw-Hill/Irwin Copyright © 2001 by The McGraw-Hill Companies, Inc. All rights reserved The Process of Portfolio Management Chapter 26.
Enhancing Opportunities for Minority Students Scholarships/fellowships Experiential learning opportunities Stipends Quality entry jobs 1.
T A C I T A strategy for minimizing taxes on appreciated assets T ax deduction for you A void capital gains C haritable contribution I ncome for life or.
Maximize Your Benefits Gift Annuity Donor Option: Gift Annuity.
Planned Giving – An Essential Fundraising Vehicle Michele Thomas Dole, MS, CFP ® Faculty, The Fund Raising School.
Powerful Planned Giving with a Shoe-String Staff and a Shoe- String Budget! Bryan Clontz, CFP® President, Charitable Solutions, LLC (404)
Planned Giving. While Annual gifts and Major gifts are given “outright”, Planned gifts are established in a way that is typically fulfilled after a term.
What is a Legacy Ministry? Through your church’s Legacy Ministry, you can give in creative ways to support your church’s ministry and mission. It is facilitated.
You are part of the Rotary Family Be a part of it forever.
1 FIFTH ANNUAL GREATER KANSAS CITY FORUM ON CHARITABLE TAX STRATEGIES CHARITABLE TAX PLANNING TECHNIQUES IN BUSINESS SUCCESSION PLANS.
Dr. Scott Janney, CFRE, RFC Executive Director of Planned Giving Villanova University The St. Louis Planned Giving Council Options Choices and Flexible.
LIVING WELL FOUNDATION  Living Well Foundation was established to receive, invest and administer tax- deductible contributions for the benevolent support.
The power of giving together Securing Our Future.
January 19, 2012 Presented by Kevin Handford CFP®, ChFC®, CFS®, AIF® Jennifer Handford Planned Giving Ideas for Wakefield School.
Legacy Ministry Bethlehem First United Methodist Church.
Presented By: DeWayne Osborn CGA, CFP Lawton Partners Financial Planning Services Limited Planned Giving: “ What are the strategies.
Planned Giving Thomas P. Holland, Ph.D., Professor UGA Institute for Nonprofit Organizations Kelly C. Holloway, Attorney Fortson, Bentley & Griffin.
Trust Administration December 10, Trust Information December is the peak giving month of the year Donors are increasing looking for ways to support.
What is Planned Giving? Why Should We Start A Program Now (and how)? What is Planned Giving? Why Should We Start A Program Now (and how)? Russel A. Kost.
PG Calc | Invested in your mission ©2009 PG Calc Working with Life Income Options Working with Life Income Options: Moving to the Next Level Jeff Lydenberg.
1 of 24 ©2012 McGraw-Hill Ryerson Limited Learning Objectives 3.Outline the many factors to be considered in dividend policy. Calculate aftertax income.
2 Gifts of Estates and Assets Leadership Conference September 26, 2012.
Planned Giving : know the rules, see the opportunities! Presented by DeWayne Osborn CGA, CFP Lawton Partners Financial Planning Services Limited.
Five Steps To Planned Giving Success 2013 United Way Southern Institute Conference.
1 AMERICAN FOOTBALL COACHES ASSOCIATION & AMERICAN FOOTBALL COACHES FOUNDATION 2002 AFCA Annual Convention Michael V. Bourland Michelle Coleman-Johnson.
PG Calc | Invested in your mission An Overview of Charitable Giving Options Southwest Washington Estate Planning Council October 14, 2014 Presented by.
Financial Risk Management of Insurance Enterprises Use of Financial Derivatives by US Insurers.
McGraw-Hill/Irwin © 2007 The McGraw-Hill Companies, Inc., All Rights Reserved. Investors and the Investment Process CHAPTER 21.
Survivorship Life  Characteristics  Also called second-to-die, last-to-die, joint life  Pays a death benefit upon the death of two or more insured’s.
CHAPTER 26 Investors and the Investment Process. McGraw-Hill/Irwin © 2004 The McGraw-Hill Companies, Inc., All Rights Reserved. Overview of the Investment.
Charitable Uses of Life Insurance Chapter 28 Tools & Techniques of Life Insurance Planning  What is it?  Transfer of cash, or other property to.
The Art of Lasting Philanthropy. The National Community Foundation Environment  Over 700 Community Foundations throughout the United States  Giving.
August 5, 2015 Investing Planned Giving Assets Michael Daley, CFA Senior Investment Officer BNY Mellon Charitable Solutions.
Rebecca E. Dupras, Esq. Vice President of Development Silicon Valley Community Foundation Gifts that Give Back.
2016 Tocqueville/Million Dollar Roundtable Tocqueville Legacy Circle Developing Sustainable Funding for our Communities March 17, 2016 Laguna Beach, CA.
University of Utah Endowment Presentation to Development Office March 1, 2016.
Company Name Stock Trading Symbol. Company History Founder: Incorporation Date: IPO Date: Initial Sales Price: Current Sales Price:
Go forth and be a blessing. -Exodus. Brit Kodesh And now come, let us make a covenant together; and let it be for a witness between us. Treat each other.
Glossary of Key Planned Giving Terms Bequest A gift received after death generally received through a donor’s will or other estate- planning document (such.
Team 3 Risa Miyake Ryley Bishop Amier Juneyd. What were the company’s total assets at the end of its most recent reporting period? As of October 4, 2015.
Charitable Gift Annuities
the Episcopal Diocese of Virginia Planned Giving Program
the Episcopal Diocese of Virginia Planned Giving Program
Enhancing Opportunities for Minority Students
Chapter Bank Trust Services, Nondeposit Investment Products, and the Selling of Information Services 14 This chapter is designed to explore several of.
CHAPTER THIRTEEN Sources Of Fee Income: Investment Banking, Security Trading, Insurance, Trust, And Other Revenue-Producing Services This chapter is designed.
Investors and the Investment Process
7 Charitable strategies to increase income and decrease taxes
A New Approach to Old Challenges
Insured Donation Strategies
Beyond Cash: Donor friendly gift options
Presentation transcript:

Tri State - Charitable Gift Annuity Program Reinsurance Strategy and Options “A path forward to create endowed donors”

Trade for Income

Donor Benefits of Gift Annuity

What is a Charitable Gift Annuity?

State regulations

State regulations

State regulations

Gift Annuity Donor Cycle

Types of Gift Assets

Annuity payment rates

Gift annuity rate assumptions

Effective giving #5 Mr. Thomas and his cash gift annuity

Mr. Thomas and his cash gift annuity

Gift annuity reinsurance

Mr. and Mrs. Wilson stock gift annuity

Effective giving #6 Mr. and Mrs. Wilson stock gift annuity

Effective giving #6 Gift annuity income enhancement- Stock

Gift annuity reinsurance VA option

Investment and Administrative Options

Third party investment and administration

Third party investment and administration

Gift annuity reinsurance https://www. metlife

Gift annuity reinsurance

Gift annuity reinsurance http://www. connellandassoc

Gift and Annuity strategy

CGA Best Practices

Recommended Policies and procedures

Recommended Policies and procedures

Gift annuity reinsurance resources

Feedback: Privacy Policy Feedback
Do Not Sell My Personal Information
About project: SlidePlayer Terms of Service

© 2025 SlidePlayer.com. Inc. All rights reserved.