Doing Good and Doing Well
Employing reverse mortgages and gift annuities can help planned-giving officers guide elderly donors into mutually beneficial arrangements.
For purposes of this article, a qualifying asset is the cash equity in your donor’s home. Please note: Seniors have billions in untapped equity in their homes. So how can a clever planned-giving officer join the qualified donor with the qualified asset and discover a previously untapped resource? By marrying an uncommon resource (a RM) with a common vehicle (a GA).
- People:
- Steffan F. Cress
- Places:
- Tampa, Fla.
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