Our firm offers a comprehensive package of gift annuity risk management and marketing services and modeling tools as well as a proprietary business process for pools of $10 million or more.
If your foundation or charity is interested in establishing a Charitable Gift Annuity Program but doesn’t want the liability associated with managing the program, we offer a re-insured option which enables the charity to receive funds at the time of the initial donation.
We offer management services for both Start-Up Organizations and Established Organizations.
Risk Management Services
> Start-Up Program Risk Management Plans
> Risk Audit of Existing or New Programs
> Asset/Liability Matching Optimization Strategies
> Reinsurance Optimization Strategies
> Large Concentrated CGA Recommendations
> “Underwater” CGA Recommendations
> CGA Cash Flow and Financial Modeling
> Technical Assistance on Gift Design (Assist Donor’s Advisor’s, Prepare Proposal, etc.)
> Technical Assistance on Specific Asset Contributions (Real Estate, Closely-Held Stock, etc.)