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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…
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…
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…
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…
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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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…