PlannedGiving.com - Planned Giving

With the recent plunge in the value of investment portfolios, some chief financial officers and development professionals are wondering whether they should remain “in the business” of offering gift annuities to their donors.

Gift annuities are, after all, contracts that obligate the charity to make fixed payments based on a formula that assumes both specific investment returns and mortality rates.  But people are living longer and investments have recently under-performed expectations.

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