A Step-By-Step Guide to Testamentary CGAs

Join us on Thursday, February 12, at 12:00 p.m. for a webinar that will provide a step-by-step practical guide of how to assist a donor in crafting a testamentarily-funded charitable gift annuity.  Two funding sources will be covered: (a) via a will/trust and (b) via a beneficiary designation (such as from an IRA).  Sample suggested wording and a sample memorandum of understanding will be provided and discussed in detail. 

Learning Objectives: 

• Understand how to structure a testamentary charitable gift annuity using a will, trust, or beneficiary designation.
• Draft clear and effective CGA language, including addressing unknown annuitant details and selecting annuity rates.
• Navigate key administrative steps after the donor’s death, including charity notification, partial distributions, and contract execution. 

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•  Space is limited so register early!
• Full participation in this webinar is applicable for 1 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

(includes access to the webinar recording)

Cancellation policy: If you are not able to attend, you will receive a link with the recording of the webinar after the webinar date. Any refunds will be less 3% to cover credit card processing fees.

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