Assessing the Health of your Gift Annuity Program

Join us on Monday, November 17, at 12:00 p.m. for a webinar to help you learn how to assess the health of your CGA program.

Many annuity programs are functioning in crisis mode; even worse, many non-profit fiduciaries are unaware of potential risks affecting their programs. Liability management is challenging both from a portfolio and risk management perspective.  We will review five keys to assessing the health of your current Charitable Gift Annuity program. This session will also explore the beneficial nature of utilizing certain conservative assumptions and provide industry “best practice” alternatives for improving your program.

Learning Objectives: 

• Identify the five key indicators used to assess the health of a CGA program.
• Recognize common risks and liability challenges that can compromise the sustainability of a CGA program.
• Apply best practices and conservative assumptions to strengthen program oversight and risk management.

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•  Space is limited so register early!
• Webinar qualifies for 1 CFP contact hour credit. Your reporting form must be sent to ACGA by November 24th to receive credit.
• 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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