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

3. Trade for Income

4. Donor Benefits of Gift Annuity

5. What is a Charitable Gift Annuity?

6. State regulations

7. State regulations

8. State regulations

9. Gift Annuity Donor Cycle

10. Types of Gift Assets

11. Annuity payment rates

12. Gift annuity rate assumptions

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

14. Mr. Thomas and his cash gift annuity

15. Gift annuity reinsurance

16. Mr. and Mrs. Wilson stock gift annuity

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

18. Effective giving #6 Gift annuity income enhancement- Stock

19. Gift annuity reinsurance VA option

20. Investment and Administrative Options

21. Third party investment and administration

22. Third party investment and administration

23. Gift annuity reinsurance https://www. metlife

24. Gift annuity reinsurance

25. Gift annuity reinsurance http://www. connellandassoc

26. Gift and Annuity strategy

27. CGA Best Practices

28. Recommended Policies and procedures

29. Recommended Policies and procedures

30. Gift annuity reinsurance resources