Event Calendar
Prev MonthPrev Month Next MonthNext Month
ACGA Webinar - How Donors Compare CGAs to Commercial Annuities
Wednesday, June 11, 2025, 12:00 PM - 1:00 PM EDT
Category: Webinar

 How Donors Compare CGAs to Commercial Annuities

Join us on Wednesday, June 11, at 12:00 p.m. for a webinar that gives you an overview of two popular financial products: Charitable Gift Annuities (CGAs) and commercial annuities. We'll compare their features and benefits, helping you understand the differences.

 

Learning Objectives: 

  • What are the major differences between charitable gift annuities (CGAs), and single premium immediate annuities (SPIAs) issued by insurance companies?
  • What do individuals find attractive about gift annuities?
  • What should charities be aware of when marketing gift annuities?

 -------------

  • Webinar is applicable for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification. 
  • Webinar qualifies for 1 CFP contact hour credit. Your reporting form must be sent to ACGA by June 19th to receive credit.

 Space is limited so register early!

ACGA Members: $FREE / ACGA Non-members: $75

(includes access to the webinar recording)

Register Now 

 

About the Speakers

Dave LibgengoodeDavid A. Libengood
Chief Client Relationship Officer, TIAA Kaspick

Mr. Libengood is on Kaspick’s senior leadership team and heads its relationship management, planned gift technical consulting, and new client transitions groups.  Prior to joining TIAA Kaspick in 2001, he was responsible for gift planning, trust and bequest administration, and the investment of life income gifts at The First Church of Christ, Scientist, in Boston, Massachusetts.  He has fulfilled a number of leadership roles in service to the profession including Vice President, Governance and Board Secretary of the American Council on Gift Annuities (ACGA), chair of the ACGA’s Rates Committee, and President of the Planned Giving Group of New England.  Dave graduated with high honors from the American Bankers Association’s National Graduate Trust School and holds a Bachelors of Music Performance degree and an MBA with distinction from The University of Michigan. 


LarryRoundLarry Katzenstein, JD
Partner, Thompson Coburn LLP
ACGA Board Member

Mr. Katzenstein is a nationally known authority on estate planning and philanthropic planning, and advises planned giving programs at institutions nationwide.  He is a frequent speaker on professional programs, appearing annually on several American Law Institute estate planning programs, and has spoken at many other national tax institutes, including the Notre Dame Tax Institute, the University of Miami Heckerling Estate Planning Institute and the Southern Federal Tax Institute. Mr. Katzenstein has served as an adjunct professor at the Washington University School of Law where he has taught both estate and gift taxation and fiduciary income taxation. A former chair of the American Bar Association Tax Section Fiduciary Income Tax Committee, he is also active in the American College of Trust and Estate Counsel (ACTEC) charitable planning committee. Mr. Katzenstein was named the St. Louis Non-Profit/Charities Lawyer of the Year in 2011 and 2015, and the St. Louis Trusts and Estates Lawyer of the Year in 2010 and 2013 by Best Lawyers in America® and was nationally ranked in the 2009-2023 editions of Chambers USA for Wealth Management. He serves on the board of the American Council on Gift Annuities and has served on the advisory board of the National Center on Philanthropy and the Law at New York University. Mr. Katzenstein is also the creator of Tiger Tables actuarial software, which is widely used around the country by tax lawyers and accountants, and has testified as an expert witness on actuarial issues in United States Tax Court. He received his undergraduate degree from Washington University in St. Louis and his law degree from Harvard.

Sponsored by: