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ACGA Webinar - Building A Partnership: How CGA Programs Can Be Shared With Small Nonprofits
Tuesday, February 13, 2024, 1:00 PM - 2:00 PM EDT
Category: Webinar
Angela G. Parsons, JD, CAP, Vice President for Donor Services, The Columbus Foundation Join us on Tuesday, February 13, at 1:00 p.m. for a webinar about Building A Partnership: How CGA Programs Can Be Shared With Small Nonprofits. There is a great (and often unseen) opportunity for large community foundations to assist smaller local nonprofits to provide a Charitable Gift Annuity option to their donors. This partnership would allow larger community foundations' CGA pools to grow, while helping the nonprofits in their community take advantage of this planned giving tool that they may not be able to provide to their donors on their own. Many large nonprofits such as universities, hospital systems and national charities have set up their own CGA programs but there are many smaller, local nonprofits that do not have the capacity to build out their own CGA program. Learn more about the specifics of this charitable partnership in this interactive webinar- questions are welcome! Space is limited to register early! ACGA Members: $50 / ACGA Non-members: $75 Register NowSponsored By
About the Speakers
Angela leads the Donor Services team while working with financial advisors and individuals, families, and businesses to create philanthropic funds to strengthen and improve the community. Her extensive background in law and finance is valuable when working with donors and their legal and financial advisors to establish and manage current and planned gifts. In 2016, she received her Chartered Advisor in Philanthropy® designation through The American College of Financial Services. Angela joined The Columbus Foundation in 2007 as a Gift Planning Officer. Before being named Vice President, she held two consecutive positions as Associate Director and Director of Donor Services and Development. In her previous roles, she managed the growth of The Columbus Foundation’s Center for Corporate Philanthropy and Scholarship Funds. Prior to joining The Columbus Foundation, Angela was an estate, business, and tax attorney at Kegler Brown Hill + Ritter and a tax manager for Deloitte. She holds a bachelor’s degree of business administration from the University of Notre Dame, and a juris doctor degree from The Ohio State University Moritz College of Law. Angela is a board member of the American Council on Gift Annuities (ACGA). She is past chair of the Columbus Estate Planning Council and past-president of the Charitable Gift Planners of Central Ohio. She is a member of the Columbus Bar Association and is a sustaining member of the Junior League of Columbus.
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ACGA's Work in New York: Update
Recently, the New York Department of Financial Services in adopting the recently passed NY Bill A4599a officially signed into law on October 25, 2023, confirms that ACGA rates are acceptable for New York donors and charities to follow. As a reminder, ACGA has done the largest mortality survey EVER, and ACGA understands the ratio should be 45/55 (male/Female), and therefore, charities should rely on our rates. Click here to read more about our work in New York.
Charitable Planning Opportunities with Retirement Plans
Contained in the provisions of the Consolidated Appropriations Act of 2023 (“Act”) is the new Secure Act 2.0, which addresses many issues related to retirement planning. Click here to read more.
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