Planned Giving Blog

Hot Charitable Gift Annuity Sale!
“Last Chance CGA. Come and Get It!”​
By: Viken Mikaelian

Some vendors are enticing nonprofits to convince donors to “buy now” before the bottom falls out with rate cuts of 0.3% to 0.5%. (And collectively spread fear that CGAs will soon become a bad idea for the foreseeable future … ) Advocating CGA rates erode brand equity because they focus on timing the market versus adhering to long-term goals.

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The Gift of Attention
By: Viken Mikaelian

I called a longtime friend of mine and asked him out for coffee, and he said, in a very somber tone, “I’m so busy. I am so busy, I have so much going on.” This “busyness” is turning into an epidemic. Even children are now contracting this illness and developing anxiety in school.

404 Blog Post
I Just Found My 404!
By: Viken Mikaelian

Ever search the Web and — just when you think you’ve finally found what you wanted — you click a link, only to get the dreaded message: 404 Page Not…

Turning mistakes into opportunities
Given Lemonade? Just Add Sugar.
By: Viken Mikaelian

I recall one afternoon when the entire staff from the development office was running around like chickens with their heads cut off, screaming at everyone because a donor’s name was misspelled on the roster. Did the donor care?

Secure Act Questions And Answers
By: Viken Mikaelian

Do you feel overwhelmed by all of the regulations affecting the planned giving industry? What compounds the situation is how others respond to new legislation such as the SECURE Act. What do they offer you? Subject matter genius attorneys who are super brilliant with tax laws.

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