Doing Good and Doing Well
Employing reverse mortgages and gift annuities can help planned-giving officers guide elderly donors into mutually beneficial arrangements.
Is it coincidental that seniors have greater value in the equity of their homes than any other asset and also are qualified by age for GAs (usually over 60) and RMs (at least 62), too? Remember: qualified donors with qualified assets. Is it also coincidental that those with the greatest donative intent might be those with the greatest need: your senior-age donors?
- People:
- Steffan F. Cress
- Places:
- Tampa, Fla.
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