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  • 1.  Charitable Gift Annuities

    Posted 05-18-2023 03:35 PM

    I would like to know how other institutions process/count CGAs. Do you count them as full value (cash in the door), present value, or are there other ways they should be counted?



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    Gwen Gentry
    University of the South
    gfgentry@sewanee.edu
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  • 2.  RE: Charitable Gift Annuities

    Posted 05-18-2023 03:38 PM
    From a CASE perspective, you report both amounts in the interest of transparency. But when counting for campaigns and such, CASE authorizes using face value.

    The above statement holds true for all irrevocable deferred gifts, not just CGAs.

    John H. Taylor 
    919.816.5903 (Cell/Text)

    Big Ideas; Small Keyboard



    Original Message


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