Planned Giving Insights and Information

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Another Touch Point

Posted by Ann McPherson on October 19, 2016


This past summer, PG Calc wrote a blog post entitled “Transforming Life Income Gifts into Current Gifts.” The post was informative and thoughtful, but there was a golden nugget touched upon in the post that should be emphasized.

Most of us know that our best donors are our current donors, and that is true for donors of gift annuities as well. Organizations’ gift annuity programs receive anywhere from 30% - 60% of their new gift annuity contracts from existing annuitants. Most charities market to their existing annuitants on a regular basis, with mailings or personalized calculations to illustrate the financial benefits of a gift annuity.

However, sometimes stewardship can be the most effective strategy for securing an additional gift, or to increase a bequest gift to your organization.

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Topics: marketing corner

Why Print Will Never Die

Posted by Ann McPherson on September 16, 2016

While the summer days are behind us, vacation has provided an opportunity to let go and enjoy ourselves in different ways. For many, it has meant spending time elsewhere with family and friends - the kind of experience where you want to capture the moments. And that we do.

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Topics: marketing corner

When Only a CRAT Will Do

Posted by Jeff Lydenberg on September 15, 2016

The charitable remainder unitrust (CRUT) is far more popular than the charitable remainder annuity trust (CRAT).  Annuity trusts make up only about 15% of all charitable remainder trusts in existence.  Nonetheless, there are donor situations where the CRAT can be an attractive option.  Although we usually think of the gift annuity when a donor desires fixed payments, here is a list of situations where the CRAT beats the gift annuity:

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Is This a Good Time for Gift Annuities?

Posted by Ann McPherson on August 16, 2016

Given unprecedented low interest rates, which shows no signs of material change, we have been asked a common question from our clients, “Should I continue to promote gift annuities?” There appears to be some skepticism and nervousness in the industry on whether it’s a good strategy to continue to market these gifts now because annuity rates are low and donors aren’t interested, and rightly so. With a few exceptions, and those are from organizations who don’t follow the ACGA rates, most charities are experiencing a decline in gifts this year and at best it’s flat compared to last year.   

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Topics: marketing corner

Extremely Low IRS Discount Rate Creates Opportunities and Challenges

Posted by Bill Laskin on August 15, 2016

The monthly IRS discount rate dipped to 1.4% for August and has stayed there for September. Although this rate has been at historically low levels since 2008, it hasn’t been this low in over three years. The extremely low IRS discount rate creates opportunities and challenges.

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