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Hosted by Planned Giving Group of Connecticut

9:15 am Update on DAFs; 10:45 am Still Relevant? ….You Bet ….On Goes the Charitable Gift Annuity!

PGGCT meets five times a year, usually on the 2nd Thursday of every other month, from September through May.

We typically offer coffee and danish in the morning with two or three sessions, a break in between, followed by lunch, at each program.

Meetings are part of membership benefits and there is no additional charge for current PGGCT members. Guests are $50.

 
2.5 CFRE CE are approved. 

Thursday, September 12, 2019
9:15 AM - 12:00 PM Eastern Time

Location

Ashlar Village
74 Cheshire Road
Wallingford   CT   06492
(203)679-6425
 
Website for Location
Map for Location




Agenda

 


Joseph E. Fortuna, CIMA
The Aegis Group at Morgan Stanley

Sep 12 2019 9:15AM


DAFs




Chip Giese
Vice President
PNC Institutional Asset Management

Sep 12 2019 10:45AM


Still Relevant? ….You Bet ….On Goes the Charitable Gift Annuity!


While the simplicity of establishing a CGA has driven its popularity and allowed many charities to grow their planned gifts……is change on the horizon? While it has held the mantel of ‘most popular life-income gift’; the overall number of CGAs received appears to be contracting. Additionally, organizations are seeing a greater variety in the type of annuities they receive, size of gift, as well as the assets being used. Discussion will range from specific individual gift scenarios to general industry observations.



Registration Fee
Member
No Charge
 
Non-Member
$50.00