Posts by Andrea Preissler

Cornerstone Management is a Registered Investment Advisory firm located in Atlanta, Georgia. For more than 25 years we have provided a turnkey solution for the investment management and administration of planned gifts. We recently conducted an informal survey among our network of clients to see if charitable gift annuity donors also contribute to the issuing…

Reviewing your gift annuity program periodically to ensure that your organization is compliant with state registration regulations is essential. Many organizations believe they are registered to issue gift annuities in a state because the organization is registered to solicit charitable donations in that state. However, the statutes for the issuance of gift annuities are different…