Gift Annuity Programs

The PG-COACH provides full gift annuity services to non-profit organizations.  If you are starting a new gift annuity program, we guide you every step of the way, making sure your new program is properly designed and administered.

If you have an existing gift annuity, we can help you optimize its effectiveness and make sure it is properly managed.

Gift Annuities have become very popular with donors because they provide remarkable benefits.  However, they require careful management by the charity to ensure they produce the desired charitable result.

We will help you with:

• Initial program design, policies and procedures

• Guidance with regulatory compliance

• Marketing materials

• Marketing Plan

• Gift annuity administration

• Guidance on risk management

Contact us today for further information.
 

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