Program Overview

Chip Giese
SVP, Senior Planned Giving Relationship Manager
PNC

Christopher McGurn
Director, Institutional Planned Giving Solutions
PNC

Increasingly, nonprofits, donors, and advisors are finding that the charitable gift annuity (CGA) provides the best opportunity to accomplish a wide variety of goals through a single gift.  Accomplishing philanthropy while also securing a fixed income is the overarching theme for this widely used life-income gift. Simple to execute and diverse in its versions, the CGA can even be created from a qualified charitable distribution (QCD).

You will learn:

• How a charitable gift annuity is created and what different versions exist

• How flexibility in payment-timing can be attractive and why

How a donor can use a QCD to create a charitable gift annuity

REGISTRATION FEE

Registration is FREE for all members and nonmembers.

CE CREDITS

1 CFP® credit has been applied for.

1 CLE/legal credit has been applied for.
1 CPE (accounting) credit has been applied for.
1 Professional Recertification/PRP (American College) credit has been applied for.

(State insurance credit is not available.)
$5.00 fee per credit.