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Biography

Julie Lazarus is an Associate Director of Philanthropy for The Nature Conservancy's Florida Chapter. She raises both major and planned gifts in the Southwest Florida region. Before The Nature Conservancy, Julie was a Development Officer and Manager in the Planned Giving and Endowments Department at UJA-Federation of New York. Prior to entering the non-profit field, Julie Lazarus was an associate at a law firm in New York where she practiced commercial litigation. Julie graduated from Colgate University and received her J.D. from Boston University School of Law. She currently resides in Naples, Florida.

Commentary

An Insider's Guide to an Effective Charitable Gift Annuity Program

Friday, October 15, 2010

An efficient and well‐marketed CGA program will lead to more satisfied donors and more dollars for your organization. This article provides specific steps that a large or small organization can take to increase the efficiency and effectiveness of its CGA program. Topics addressed include: getting support from a board of directors, gift administration and accounting, choosing and working with a service provider, compliance, marketing, data collection, and staff training.