Best Practices

Information on ethics, standards, and best practices related to charitable gift annuities.

Overview of Best Practices:

1. Recommended Charitable Gift Annuity Standards of Conduct
   
2. The Fundamentals of a Successful Charitable Gift Annuity Program
   
3. Guidelines for Starting, Reviving, or Assessing A Charitable Gift Annuity Program  (access is limited to members)

Applying Best Practices:

1. Charitable Gift Annuity Best Practices - 5 Helpful Reminders
   
2. Charitable Gift Annuity Best Practices PowerPoint (access is limited to members)
3. Drawing Distinction: Key Points to Clarify with Donors Related to Charitable Gift Annuities
   

Federal Disclosure Best Practices:

1. Federal Disclosure Statement for Gift Annuities
   
2. Sample Gift Annuity Disclosure Statement/Letter
3. Philanthropy Protection Act of 1995 – Time for a Review
   

Ethical Best Practices:

1. Model Standards of Practice for the Charitable Gift Planner
   
2. Position Paper on "Selling" Charitable Gift Annuities on Commission