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ACGA Webinar - Early Termination of CGAs
Thursday, December 11, 2025, 12:00 PM - 1:00 PM EST
Category: Webinar

Early Termination of CGAs

Join us on Thursday, December 11, at 12:00 p.m. for a webinar that explains when it might be necessary to terminate a gift annuity early, and what that entails.

Learning Objectives: 

  • Identify the key circumstances and motivations under which it may be appropriate to consider early termination of a charitable gift annuity.

  • Differentiate between the primary forms that an early termination can take (e.g., commutation, assignment, or release) and explain how each affects the donor, charity, and tax treatment.

  • Recognize and evaluate common legal, financial, and administrative issues that can arise in early terminations and apply strategies to effectively resolve or mitigate those issues.

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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 the ACGA by December 18th 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.
ACGA Members: $FREE / ACGA Non-members: $75

(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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About the Speaker

 

J. William (Bill) Zook, Jr.
Principal
Evergreen Planned Giving

Bill is the principal of Evergreen Planned Giving, LLC, which was formed in 2016. Well into his third decade as a planned giving consultant, he has served hundreds of clients (primarily charitable organizations, but also donors, their professional advisors, and financial institutions that administer planned gifts) throughout the U.S. In addition, he is involved with the management of a private grant making foundation and a related private operating foundation. Bill worked initially with Planned Giving Services, Inc. and its founder, Frank Minton, beginning in 1996 and then with planned giving software and services company PG Calc Incorporated from 2005 to 2015. 

A former president of the Washington Planned Giving Council and the recipient of its 2019 Frank Minton Professional Achievement Award, Bill is also a member of the National Association of Charitable Gift Planners (as well as its Leadership Institute), the American Council on Gift Annuities, the Seattle Estate Planning Council, and the Washington State Bar Association. Prior to becoming a consultant, Bill practiced estate planning law and spent the better part of a decade in the field of alternative dispute resolution entailing arbitration, mediation, and conciliation of customer-business disputes; arbitration of labor-management disputes; and teaching a community college course for paralegals. He received his B.A. in religious studies from the University of Virginia and his J.D. from the University of Washington School of Law.