Home

Thank you! I'd welcome the input. Let me know the best way to contact you.

Liz Halpin
314-308-8102
lhalpin14@icloud.com

That's good to hear Mike, thanks for sharing.   Would you be willing to share the name of the IRA Custodian that was able to accommodate this request from your donor?  I'd love to recommend this custodian to a few of my clients.

I am curious if anyone is accepting digital signatures for gift annuity contracts (or other gift agreements). If you considered it, but decided not to, I'd appreciate thoughts on why not.

We have a donor who was taking their annual RMD each year but receiving it in equal monthly payments.  When the donor asked the financial institution to forward the RMD to our charity as a QCD, the financial institution actually just switched the monthly payment to go from the donor to our charity.  We were anticipating that the financial institution woul...

My university recently received documentation that we are a beneficiary of a commercial annuity (fixed, deferred). The contract says it provides a guaranteed return of premium. Should the annuity be counted at the value of the annuity contract or at a discounted amount?

Thank you,
Bonnie McLeskey
University of New Mexico Foundation

“In my work with the National Gift Annuity Foundation (NGAF), I am often asked if NGAF would be willing to accept a transfer of  a small existing pool of CGA contracts (5-15) that the charity’s CFO no longer wants to administer.  They usually want to move the future fiduciary liability risk off their balance sheet and transfer it to NGAF for all future annu...