Gift Annuity Programs
The PG-COACH provides full gift annuity services to non-profit organizations. If you are starting a new gift annuity program, we guide you every step of the way, making sure your new program is properly designed and administered.
If you have an existing gift annuity program, we can help you optimize its effectiveness and make sure it is properly managed and operating in compliance.
Gift Annuities have become very popular with donors because they provide remarkable benefits. However, they require careful management by the charity to ensure they produce the desired charitable result.
We will help you with:
- Initial program set-up -- everything you need
- Policies and procedures manual
- Guidance with regulatory compliance
- Board and staff training
- Marketing plan and materials
- Illustrations and proposals
- Consultations with donors and their advisors
- Gift annuity administration
- Guidance with risk management
Contact us today for further information on our Gift Annuity Services.