The president just signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The new law will take effect on Jan. 1, 2020. This legislation marks the most significant changes to retirement security since the Pension Protection Act of 2006. Continue reading Special Update: President Signs New Retirement Plan Legislation into Law
Today we welcome back a special guest to the blog: Stelter’s Senior Technical Consultant Lynn Gaumer, J.D. Lynn returns to share 3 ways you can grow your CGA program. One of the key takeaways from the American Council on Gift Annuities Conference held earlier this year was that rapidly growing planned giving programs shifted fromContinue reading 3 Tips to Grow Your Charitable Gift Annuity Program
Today we welcome back a special guest to the blog: Stelter’s Senior Technical Consultant Lynn Gaumer, J.D. Lynn returns to share 6 tips to minimize risk to your charitable gift annuity program. The recent increase in the suggested maximum CGA rates is a win for donors and nonprofits. Annuitants will receive a higher percentage ofContinue reading Minimize Risk to Your CGA Program
Stelter’s senior technical consultant, Lynn Gaumer, J.D., is back to give you an update on the new schedule of CGA rates. The American Council on Gift Annuities has released a new schedule of suggested maximum gift annuity rates for gifts established on or after July 1, 2018. On average, rates will increase from 30 toContinue reading New Charitable Gift Annuity Rates Released
