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.

The University of Miami School of Law's Heckerling Institute on Estate Planning, the nation's largest conference for estate planning professionals, has announced that its 2027 program will be delivered in both in-person and virtual formats from January 11 to 15, 2027, at the Orlando World Center Marriott Resort in Orlando, Florida. For the thirteenth year in a row, the conference will include sessions highly relevant to charitable giving and planning.

Treasury and IRS announced their Priority Guidance Plan for 2026-2027 (Plan).

Donors use a CRT to defer gain on the sale of real estate, obtain an income flow for their joint lives, and benefit charity.