February 2, 2023 – A Peek Behind the Curtain: How the American Council on Gift Annuities Determines Its Recommended Rates

Calendar

Tickets

When:

February 2, 2023 @ 12:00 pm – 1:15 pm

2023-02-02T12:00:00-05:00

2023-02-02T13:15:00-05:00

Where:

Scioto Country Club
2196 Riverside Drive
Columbus
Ohio

Contact:

Dale Abrams

Registration is CLOSED

A Peek Behind the Curtain: How the American Council on Gift Annuities Determines Its Recommended Rates

Thursday, February 2, 2023

Agenda

11:45am-Noon – Registration and networking
Noon-1:15pm – Education Program
Buffet lunch provided

Does your organization offer…or want to offer…Charitable Gift Annuities (CGAs)? Has a donor ever asked you to describe how the American Council on Gift Annuities comes up with its recommended maximum gift annuity rates? If so, were you able to adequately answer their question? This session will provide you with easy-to-understand information that will enable you to answer those questions from both donors and your organization’s leadership and financial folks. In addition, we will discuss other ACGA activities that benefit the nonprofit sector. Join us to learn more from Joe Bull, Principal at Philanthropy Advisory Counsel, and ACGA’s current President. Joe is a past president of Charitable Gift Planners of Central Ohio and a frequently consulted expert in this field.

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Presenter: Joseph O. Bull, J.D.

Joe Bull currently serves as Vice President and Chief Advancement at Wilmington College and is the founder and principal of Philanthropy Advisory Council, LLC. With 38 years of experience in the philanthropic arena, he has held senior advancement leadership positions at Carnegie Mellon University, The Nature Conservancy, and the Columbus Zoo and Aquarium. Joe provided 16 years of service to his alma mater, The Ohio State University, primarily as Director of Planned Giving and has also held gift planning positions at Duke and North Carolina State Universities. He is currently the President of the American Council on Gift Annuities and was the 2005 Board Chair of the National Association of Charitable Gift Planners. As such, he is only the second person ever to have held the top leadership position at both of charitable gift planning’s professional organizations. Joe was a member of the Planned Giving Today Editorial Advisory Board for 15 years. He is admitted to the Ohio and North Carolina bars.

No Charge for CGPCO Members* – online reservations required
*Membership benefits are not transferable to colleagues.
CGPCO members – if you need to cancel please do so before the
RSVP deadline or the chapter will be charged for your meal.
$45 Guests – online reservations and credit card payments required by the RSVP deadline

RSVP Deadline is Noon on Friday, January 27, 2023

Cancellations received in writing to copgc@cs.com by the RSVP deadline are eligible for a full refund. Cancellations received after the deadline will not receive a refund since we will have paid for your meal.