Why You Should Use Charitable Giving Alliance To Manage Your Existing Charitable Gift Annuity program.

Below are just a few of the reasons why you might consider partnering with us to manage your existing Charitable Gift Annuity program:

• Expertise and Efficiency: as a specialized organization we possess expertise in managing Charitable Gift Annuity programs efficiently. We have the knowledge and resources to handle the administrative and financial complexities involved.
• Compliance and Legal Matters: Regulations and laws surrounding Charitable Gift Annuities can be intricate. The Charitable Giving Alliance’s experience in this area ensures compliance with legal requirements and reporting obligations.
• Risk Mitigation: By partnering with experts, you can mitigate potential risks associated with managing Charitable Gift Annuities, such as investment risks and longevity risk (the risk of annuitants outliving their payments).
• Enhanced Investment Strategies: Charitable Giving Alliance have access to a wide range of investment opportunities and is equipped to optimize returns on Charitable Gift Annuity assets, thereby increasing the resources available for charitable purposes at the end of the contract.
• Scalability: Relying on us to handle variations in Charitable Gift Annuity type and payment plans allow you to scale your program effectively and accommodate growth and changing demands.
• Cost Efficiency: Simply put, when you factor in all of the associated staff time, Charitable Giving Alliance is the cost-effective choice. Sharing the overhead and administrative expenses of a specialty program with multiple non-profits allows for savings.
• Focus on Core Mission: Get back to what you are really passionate about. Using Charitable Giving Alliance to manage your gift annuity program frees internal resources to concentrate on your core mission rather than administrative tasks.
• Leveraging Donor Expertise: Years of working with Planned Giving donors gives the Chartiable Giving Alliance team a deep understanding of donor trends and preferences which can attract and retain gift annuity donors.
• Improved Donor Relations: Charitable Giving Alliance’s professionally managed Charitable Gift Annuity program provides consistent and reliable payments to donors, along with accurate and timely tax reporting information. The donor-centric approach enhancing your donor’s experience and encourages repeat contributions.
• Reduced Administrative Burden: Charitable Gift Annuity administration – including accounting, payment processing, tax reporting, and donor interactions – is time-consuming. Charitable Giving Alliance relieves this burden.