Doing Good and Doing Well
Employing reverse mortgages and gift annuities can help planned-giving officers guide elderly donors into mutually beneficial arrangements.
Much of the aforementioned is a generalization. The responsible planned-giving officer will consult with the board and a legal adviser before adding this strategy to the policy manual. It also is assumed that the planned-giving officer has a basic understanding of the rules and regulations governing GA issues.
- People:
- Steffan F. Cress
- Places:
- Tampa, Fla.
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