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Best Practices

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


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