0 RepliesHi 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...
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...
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...
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...
10 RepliesThanks 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.