What Makes a Gift Annuity Tricky?

The charitable gift annuity remains the most popular life-income gift.  It’s easy to do, affordable, and donors like the advantages, especially the receipt of predictable, annual annuity payments.  And, the annuity payments continue, year-in and year-out.

But what exactly is a charitable gift annuity?  If you have a gift annuity program, why not educate your donors about it – most donors and prospects have never heard of a charitable gift annuity.  When your donors read this article, they’ll not only have a better understanding of gift annuities, but they should be encouraged to explore funding one.

How this document is organized:

• Introduction
• It is a Contract
• Payout Rate explanation
• Benefits (5 clear-cut bullet points)
• I am Considering! What Are the Steps? (6 clear-cut steps we’ll take.)

I am Interested.  How Do I Proceed? (6 bulleted responses)