Doing Good and Doing Well
Employing reverse mortgages and gift annuities can help planned-giving officers guide elderly donors into mutually beneficial arrangements.
The who and the what of it
Let’s continue by asking just who and what is this untapped source? The who is a qualified donor; the what is a qualified asset. Typical qualified donors (for GAs) are those with moderate-to-strong donative intent who are of age (at least 62) and have some knowledge of estate and financial planning. This knowledge could have come from your organization, the donor’s trust officer or even a seminar on the topic.
- People:
- Steffan F. Cress
- Places:
- Tampa, Fla.
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