Insights

A collection of articles contributed by Cornerstone team members on selected topics.

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Top 10 Oversights with Charitable Gift Annuities

Everyone loves top ten lists. David Letterman perfected the use of the top ten list in his late night shows. Below is a list of the top ten oversights we have seen with charitable gift annuities. Hopefully your organization has…

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3Q 2017 Market & Economic Commentary

While news about Hurricanes Harvey and Irma dominated the headlines during the latter part of the 3rd quarter, markets continued their steady march toward new highs. Despite the significant disruption to the Gulf Coast economy brought about by two substantial…

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Gift Annuity Survey Results

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…

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State Regulations for Soliciting and Issuing Gift Annuities

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…

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Brexit Redux: The Dark Horse

In many ways the election of Donald Trump as the 45th President of the United States of America parallels the historic British vote to leave the European Union.  Perhaps the most striking example of the parallel nature of these two…

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Brexit: The Classic Known-Unknown

There are known knowns. These are things we know that we know. There are known unknowns. That is to say, there are things that we know we don’t know. But there are also unknown unknowns. There are things we don’t…

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Highlights from the ACGA Conference

The American Council on Gift Annuities’ (ACGA’s) primary activity is to publish suggested maximum charitable gift annuity rates, and they have been doing so since 1927. ACGA holds a biennial conference. Here are some highlights from the April 2016 conference…

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The Most Adaptable of Gifts

Charitable Gift Annuities (“CGAs”) are a wonderful split interest gift arrangement.  The donor receives an income stream, receives an income tax deduction, and if the CGA is funded with appreciated assets, is able to avoid a portion of the capital…

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Funding a Charitable Remainder Trust with Real Estate

As real estate values have come back into prominence as a significant component of one’s net worth, real estate has increasingly become the asset of choice as the funding vehicle for use with the Charitable Remainder Trust (CRT).  This brief…

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