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Charitable Gift Annuities

Charitable gift annuities are the most popular form of planned gift and the number of charities that offer gift annuities continues to grow. Planned gifts have become an increasingly important component of capital campaigns, with gift annuities playing a leading role. For thousands of charities, a successful gift annuity program has become an essential contributor to a successful fundraising effort.

Getting Started with Gift Annuities
Starting a charitable gift annuity program involves making a series of decisions. Many of these decisions require review by different departments as well as the approval of your Board of Directors. Identifying the major program components will help you get this decision-making done quickly. » READ MORE

Gift Planning
Gift planning is the art of creating a gift arrangement that meets the donor's objectives while benefiting charity. Charitable gift annuities offer many benefits that produce a win-win situation for all. Gift annuities are an attractive option for your development officers to be able to offer your donors. » READ MORE

Investments and Administration
Investment management and gift administration of planned giving programs are two entirely different areas of expertise. Often charities start with the idea of selecting a single provider for both services, but this option is not open to all or necessarily the best choice. » READ MORE

Tracking, Reporting and Compliance

How gift annuity information is tracked and shared has important implications for future reporting and compliance needs. Making good choices now can save your organization a great deal of time, vexation, and expense in the years ahead. » READ MORE

	» The Right Partner

	Choosing the right partner can make all the difference in starting your gift annuity program. PG Calc has proven expertise in planned giving and a customer service orientation. Get started on the right foot with PG Calc.


	» GiftCalcs

	Educate your constituents about the benefits of charitable gift annuities with an interactive gift calculator on your web site. PG Calc's GiftCalcs online calculator is a key marketing tool for cultivating and qualifying donors.


	» Gift Annuity Proposals

	Gift annuity proposals are easy to prepare with PG Calc's Planned Giving Manager (PGM) software. PGM contains everything you need for donor presentations, including the agreements written to comply with all state requirements.


	» Gift Administration Services

	What happens after the gift is closed? Take care of business with PG Calc's GiftWrap software or let PG Calc do it for you. Our Gift Administration Services can handle the record keeping, annuitant payments, and tax reporting.


	» Prepare for Success

	Prepare for success with a specialized seminar on gift annuities from the experts at PG Calc. Then, make sure you have the most authoritative source of information on gift annuities at your fingertips with the searchable CD version of Charitable Gift Annuities: The Complete Resource Manual.