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Event Details
Understanding Gift Annuities
10:00 am -- 12:00 noon
Charitable gift annuities are popular with donors and can provide your organization with substantial revenue. If you currently offer gift annuities, or if you are thinking about it, this is the seminar for you. Learn how gift annuities work and how to offer them to your donors. We cover all aspects of gift annuities, from initial set-up to the legal framework, from administrative issues to managing the annuity obligation. We even show you how to generate immediate cash flow from your gift annuity program and how to use them effectively in a capital campaign. Taught by John Elbare, CFP. Registration fee: $59.00
Register for both seminars for $99 and receive a complimentary deli lunch. $79 for additional registrants from the same organization.
Gifts of Stocks, Bonds & Mutual Funds
1:00 pm -- 3:00 pm
Many of your donors own highly-appreciated stocks, bonds, and mutual funds. These assets can become major gifts for your organization. This seminar provides you with training practical on marketing strategies, gift acceptance issues, asset transfer procedures, and the tax benefits. See why some donors prefer to give stocks and bonds, rather than cash. Learn how to ask for these gifts and -- just as importantly -- how to handle the transaction. Taught by John Elbare, MBA, CFP. Registration fee: $59.00.
When & Where
Girl Scout Conference Center
5002 Lemon Street
Tampa,
FL 33609
Friday, September 14, 2007 from 10:00 AM to 3:00 PM (ET)
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Hosted By
Florida Philanthropic Advisors, LLC
