A well-run Professional Advisors Committee can benefit the charitable organization. Here’s how and why you may wish to have one at your organization. Over the years, we have seen all sorts of Professional Advisors Committees (PACs) formed to support a variety of planned gift development efforts. Some have worked quite well while others have, in retrospect, been more effort …Read More

Average life expectancies don’t tell the whole story when considering the length of one’s life. According to the National Center for Health Statistics, the average life expectancy in the United States is 78.8 years. While that is the average, the simple fact is that the older you are, the longer you are likely to live. Data compiled by the Social …Read More

By Robert F. Sharpe, Jr. Note: In the print version of Give & Take, this story is running in two parts. Part one was featured in the May, 2016 issue and part two appears in the June, 2016 issue. The article is available online below in its entirety. Estate commitments and other planned gifts have taken …Read More

The American Council on Gift Annuities (ACGA) confirmed and extended existing recommended rates for all types of charitable gift annuities at its 32nd conference, April 6-8, 2016, in St. Louis. The organization celebrated its 89th year of promoting responsible philanthropy. Recommended rates are based on assumptions regarding life expectancy of annuitants, investment returns and estimated cost factors. Additional information on the ACGA rates may be found on the ACGA …Read More