2024
Articles
Below
are several links to recently developed articles of interest to advance
your charitable estate and gift planning program.
2024
CGA January 2024 rate chart
Federal
Income Tax Brackets for 2024 (Power Point)
Charitable
Gift Annuities from A to Z
Charitable
Gift Annuities Questions and Answers
One
Hundred Year Old Gift Annuitant
Introduction
to Planned Gift Opportunities and Tools
Marketing
Words that Work - Part 1
Marketing
Words that Work - Part 2
Mid
Year Reminders about Chairable Giving
Bequest
and Legacy Challenge Campaign Primer
(WORD)
Secrets
of Growing QCDs (Crescendo Marketing Study)
QCD
to Duke University Flyer
Several scheduled conference
calls with current clients and follow up with gift annuity prospects.
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