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Deborah Donnelly posted Annuity provider requiring board resolution to receive death benefit

in Gift-PL General Discussion

0 Replies

Hi all,

Any advice for dealing with Great American Insurance Group's requirement that we provide their signed corporate resolution form in order to receive a disbursement from our deceased donor's annuity investment within her IRA? Following is the language of their form, specifying that our board has passed a resolution authorizing our organizat...
Kathryn Miree posted Re: Business case for new FTE/staff

in Gift-PL General Discussion

5 Replies

Sharon - thanks for catching this. This point measures the percentage of total revenue comprised by planned gifts. The sentence in full should read:

12. Use the dollars generated by realized revocable deferred gifts, and closed irrevocable deferred gifts (charitable remainder trusts, charitable lead trusts, charitable gift annuities) as the nu...
Katherine Swank posted Re: Business case for new FTE/staff

in Gift-PL General Discussion

5 Replies

Hi Jeanine! Great question for the GIFT-PL community. I wanted to add to it that you may have additional information in your database or on your team that can further bolster your case:

In addition to the terrific case that Kathryn Miree has shared with the industry, I wanted to point out that many organizations use predictive analytics to identify prospe...
Donna Batcho posted Re: Wills kits as

in Gift-PL General Discussion

3 Replies

Hi Casey,

Thank you for sharing this information. When you say "sent" to approx 10,000, is this all snail mail? Do you send any thorugh an e-blast?

Thank you.

Donna
Sharon Morgan posted Re: Business case for new FTE/staff

in Gift-PL General Discussion

5 Replies

Barbara, in Kathryn's template there is some verbiage missing from #12; it stops mid-word:
Use the dollars generated by realized revocable deferred gifts, and closed irrevocable deferred gifts (charitable remainder trusts, charitable lead trusts, charitable gift annuities) as the numerator, and the total ch
Would it be possible to ask Kathryn to...
Johni Hays posted Re: Working with Fidelity to transfer retirement assets

in Gift-PL General Discussion

10 Replies

Thanks for sharing your experience Steve. Luckily, we have also heard from other nonprofits that TIAA has also been good to work with. It's great to hear about those that treat charities well.

Johni