POPULARITY
9 episodes with charitable gift annuities
2 episodes with charitable gift annuities
2 episodes with charitable gift annuities
3 episodes with charitable gift annuities
2 episodes with charitable gift annuities
3 episodes with charitable gift annuities
This week, we talk about our second category of split interest gifts, namely Charitable Remainder Trusts. In some ways, they sound like Charitable Gift Annuities, but the differences - and there are many - matter. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ X: @rossplan Email: thesavvyhilanthropist@gmail.com
This week, we dig into the basics of our first category of split interest gifts, Charitable Gift Annuities. Make a gift like John Trumbull did in 1831 and receive a lifetime of tax-advantaged income, in additional to that charitable tax deduction. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ X: @rossplan Email: thesavvyhilanthropist@gmail.com
In this episode of the Legacy of Generosity podcast, join host, Ali Schneider, as she discusses with Christy Boysen of Apex Legacy Consultants how Apex Legacy takes a unique approach to help their clients plan their legacies. Christy also shares how fundraisers can use the same approach with their donor, when fundraisers should recommend that their donors contact a professional consultant, and how fundraisers can work with professional consultants like Apex Legacy. About our guest: Christy Boysen, MA, CFRM, FCEP, owner and head Legacy Planning Consultant at Apex Legacy Consultants, specializes in planned giving strategy and helping donors imagine how they can align their values with their finances through legacy planning. She's helped clients establish legacy planning programs that educate and capitalize on tax-efficient charitable tools: Qualified Charitable Distributions, Donor Advised Funds, Charitable Gift Annuities, Charitable Trusts, and more. Through this work, she's inspired donors to commit hundreds of millions of dollars to loved ones and their favorite causes. She holds a Master of Arts in Higher Education, a Certificate in Fundraising Management through Indiana University Lilly Family School of Philanthropy, and is a Fellow in Charitable Estate Planning (FCEP). Her experience in planned giving, higher education, and strategic mindset make her an asset to any organization looking to drive meaningful change and create lasting impact. Christy loves biking–she once even cycled across the country for charity–and leads historical food tours in her hometown and at a local winery. She lives in St. Paul, Minnesota, with her husband; their dog, Lucy; and 24 thriving houseplants.
In this episode, Brian Bowen and Brett Sharp discuss Qualified Charitable Distributions (QCDs) and their benefits for individuals over retirement age. The guys also explore the impact of mortgage interest rates on real estate and the considerations for downsizing or relocating. They highlight the retirement crisis faced by late Baby Boomers and the importance of thorough financial planning. Overall, the episode emphasizes the need for proactive tax planning and comprehensive financial strategies. 06:03 The Importance of Tax Planning 08:23 Benefits of Charitable Gift Annuities 10:10 Setting Up Nonprofits and Charitable Trusts 12:32 Considerations for Downsizing or Relocating 16:22 Retirement Crisis for Late Baby Boomers 18:13 Impact of the Great Recession 20:07 The Importance of Financial Planning 21:33S tock Market Performance in Election Years 23:46 Importance of Estate Planning and Power of Attorney
The giving season is fast approaching. Today, John Walker, Regional Vice President, Mercer Advisors is joined by Mercer Advisors' Tim Joseph CERTIFIED FINANCIAL PLANNER™ professional and CPA, and Ryan Flurer, Wealth Manager, to discuss charitable gift annuities. Learn how to make a significant donation to your charity of choice while receiving beneficial tax treatment and more. Listening Time: 20 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
How you ever wondered if there’s a way to receive income and increase your generosity at the same time? On today's MoneyWise Live, host Rob West will talk with George Duffin of the National Christian Foundation about a way you can do just that by using a charitable gift annuity. Then Rob will answer your calls and questions on any financial topic. See omnystudio.com/listener for privacy information.
Avery Coleman is an Investment Analyst at Cornerstone Advisors Asset Management, LLC. His duties include manager due diligence, performance reporting, portfolio management, and asset allocation. In 2015, Avery graduated from the Shippensburg University of Pennsylvania with a bachelor's degree in business administration. Angela Oste is the Director of Planned Giving at Cornerstone Advisors Asset Management, LLC. As the point of contact for not-for-profit clients, she is responsible for gift design, processing new and terminated gifts, and reporting annual donations, liabilities, and valuations. Angela's role helps clients develop marketing and educational campaigns geared to increase donor participation. Angela also serves as the Life Insurance Operations Manager for Cornerstone Institutional Investors, LLC where she assists producers in designing and implementing insurance plans for clients. In this episode… Contrary to the standard for-profit business model that benefits its owners, nonprofits exist because of generous people who offer charitable donations. To receive philanthropic gifts from donors, implementing giving strategies is necessary. What can nonprofit organizations do to encourage donors to continue their contributions? Leaders of nonprofits acknowledge their donors are the heartbeat of the organization. Relying on charitable gifts keeps your organization's mission moving forward — and you want those donations to continue regularly. A CGA (Charitable Gift Annuity) is a strategic initiative that encourages a recurring donation with the donor benefiting from tax-free income upon retirement. Beneficial for both the organization and the giver, CGAs encourage generosity and a way for donors to participate in the missions they believe in. In this episode of Cornerstone Unplugged, JP Cavaliere invites Avery Coleman, an Investment Analyst at Cornerstone Advisors Asset Management, LLC, and Angela Oste, the Director of Planned Giving at Cornerstone Advisors Asset Management, LLC, to discuss the benefits and stipulations associated with CGAs, how CGA rates are determined, and restrictions on CGA allocated funds. Angela explains what the process looks like for nonprofits who have donors wanting to set up a CGA.
In this episode we'll be learning all about what Charitable Gift Annuities are, best practices for non-profits creating CGA agreements, best prospects for this gift vehicle, and recent news around payout rates. As a consultant, Edith (Edie) works with charitable organizations across the country, providing assistance on both gift-specific questions and issues relating to operation of their planned giving programs. Edie also helps charities comply with state regulations for issuance of gift annuities and is a contributing author for Charitable Gift Annuities: The Complete Resource Manual. Edie has spoken at American Council on Gift Annuities (ACGA) conferences, local planned giving councils, and to varying groups within charitable organizations (including Boards, staff, and donors). She is a past board member the ACGA.
Question: How can you receive income and increase your generosity at the same time? The answer: With a charitable gift annuity. It gives you both security and a novel way to be more generous with ministries and organizations doing the Lord's work. We talk about this special kind of annuity today with George Duffin. George Duffin with the National Christian Foundation, an underwriter of MoneyWise. George has led NCF's Charitable Gift Annuity program for 17 years, helping more than 1000 believers set up these special accounts that provide much needed funding for around 240 ministries and charities. On today's program, Duffin explains how charitable gift annuities help believers be more generous with God's resources. Duffin explains: - Exactly what a charitable gift annuity is - The beauty of a CGA's simplicity - How these annuities benefit ministries and other charities He also says charitable gift annuities are not only for older folks who've accumulated a lot of wealth. Duffin also explains how and why CGA's appeal to younger people, and why they're not just for the wealthy, but for everyday stewards as well. He explains whether this is a good time to contribute with a charitable gift annuity. He also addresses potential challenges or drawbacks with CGAs. NCFgiving.com features a whole resource section on CGAs, including videos and a CGA calculator. Learn more about How Charitable Gift Annuities Work. You can also contact your local NCF office if you're interested and want to know more. On today's program, Rob also answers listener questions: ● Are I-bonds a good investment? ● How do you use a secured credit card to build credit? Remember, you can call in to ask your questions most days at (800) 525-7000 or email them to Questions@MoneyWise.org. Also, visit our website at MoneyWise.org where you can connect with a MoneyWise Coach, join the MoneyWise Community, and even download the free MoneyWise app. To support this ministry financially, visit: https://www.oneplace.com/donate/1085/29
Question: How can you receive income and increase your generosity at the same time? The answer: With a charitable gift annuity. It gives you both security and a novel way to be more generous with ministries and organizations doing the Lord's work. We talk about this special kind of annuity today with George Duffin. George Duffin with the National Christian Foundation, an underwriter of MoneyWise. George has led NCF's Charitable Gift Annuity program for 17 years, helping more than 1000 believers set up these special accounts that provide much needed funding for around 240 ministries and charities. On today's program, Duffin explains how charitable gift annuities help believers be more generous with God's resources. Duffin explains: - Exactly what a charitable gift annuity is - The beauty of a CGA's simplicity - How these annuities benefit ministries and other charities He also says charitable gift annuities are not only for older folks who've accumulated a lot of wealth. Duffin also explains how and why CGA's appeal to younger people, and why they're not just for the wealthy, but for everyday stewards as well. He explains whether this is a good time to contribute with a charitable gift annuity. He also addresses potential challenges or drawbacks with CGAs. NCFgiving.com features a whole resource section on CGAs, including videos and a CGA calculator. Learn more about How Charitable Gift Annuities Work. You can also contact your local NCF office if you're interested and want to know more. On today's program, Rob also answers listener questions: ● Are I-bonds a good investment? ● How do you use a secured credit card to build credit? Remember, you can call in to ask your questions most days at (800) 525-7000 or email them to Questions@MoneyWise.org. Also, visit our website at MoneyWise.org where you can connect with a MoneyWise Coach, join the MoneyWise Community, and even download the free MoneyWise app. To support this ministry financially, visit: https://www.oneplace.com/donate/1085/29
How you ever wondered if there's a way to receive income and increase your generosity at the same time? Rob West will talk with George Duffin of the National Christian Foundation about a way you can do just that by using a charitable gift annuity. Click here to visit our website to find a financial coach or a Certified Kingdom Advisor in your area. MoneyWise is made possible by your prayers and financial support. To give, click here now. To support this ministry financially, visit: https://www.oneplace.com/donate/1372/29
How you ever wondered if there's a way to receive income and increase your generosity at the same time? Rob West will talk with George Duffin of the National Christian Foundation about a way you can do just that by using a charitable gift annuity. Click here to visit our website to find a financial coach or a Certified Kingdom Advisor in your area. MoneyWise is made possible by your prayers and financial support. To give, click here now. To support this ministry financially, visit: https://www.oneplace.com/donate/1372/29
All about Charitable Gift Annuities!In this episode, meet Tia Graham Senior Director, Individual Giving with PBS Foundation as our hostesses Cathy Sheffield and Claire Meyerhoff explore the amazing philanthropic vehicle we know and love -- the Charitable Gift Annuity.You'll hear how CGA's fit into an overall fundraising program and learn some surprising information about CGA's donors and why they choose to support their favorite nonprofits with a CGA.Also, Tia gives us a preview of her upcoming session at the National Association of Charitable Gift Planners annual conference.We hope you enjoy this episode about Charitable Gift Annuities!If you need any help with your planned giving, just get in touch with us, because as we like to say -- "Charitable Chit Chat with Cathy & Claire is more than a podcast -- we're your friends in planned giving."Visit our website CharitableChitChat.com
Planned Giving expert Cathy Sheffield and nonprofit marketing specialist Claire Meyerhoff introduce you to Alex Brovey, J.D, Senior Director, Gift Planning, Northwell Health Foundation. In this conversation, they discuss healthcare philanthropy during the time of Covid-19 and which areas of support planned giving donors are interested in right now. They also discuss an increased level of interest in Charitable Gift Annuities and many other topics of interest to people in the world of planned giving.As Charitable Chit Chat with Cathy & Claire hostesses like to say, "it's more than a podcast, we're your friends in planned giving."Visit our website CharitableChitChat.com
Planned Giving expert Cathy Sheffield and nonprofit marketing specialist Claire Meyerhoff introduce you to Alex Brovey, J.D, Senior Director, Gift Planning, Northwell Health Foundation. In this conversation, they discuss healthcare philanthropy during the time of Covid-19 and which areas of support planned giving donors are interested in right now. They also discuss an increased level of interest in Charitable Gift Annuities and many other topics of interest to people in the world of planned giving.As Charitable Chit Chat with Cathy & Claire hostesses like to say, "it's more than a podcast, we're your friends in planned giving."Visit our website CharitableChitChat.com
Understand how Charitable Gift Annuities, CGA, can be structured with predictable and/or flexible payment streams. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.
A Charitable Gift Annuity is a simple and cost effective estate planning tool that benefits charities and donors during their lifetime. Learn more from an expert on the subject. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.
Planned Giving Officer Keith Johnson unpacks the many benefits of Charitable Gift Annuities. The post Advancement: 7 Benefits of Charitable Gift Annuities appeared first on Cairn University.
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
What is a charitable gift annuity and how does it work? This lecture examines standard and non-standard uses of charitable gift annuities in financial planning. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com
Charitable gift annuities may seem straightforward, but calculating the tax results may take a bit of work. This lecture examines the tax rules associated with putting money into, and taking money out of, charitable gift annuities. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com
Steve Davis and Rachel Tidwell discuss Charitable Gift Annuities.
Steve Davis and Rachel Tidwell discuss Charitable Gift Annuities.
Steve Davis and Rachel Tidwell discuss Charitable Gift Annuities.
© 2020-2025 Ivy Podcast Discovery LLC
