Gary M. Pforzheimer
CharitablePlanning.com Author
Biography
Gary is the President of PG Calc and has directed all aspects of the company since its inception. A leader in the fundraising community, Gary has spoken on planned gift development, administration, and technology-related topics to numerous groups, including planned giving associations across the country and the Partnership for Philanthropic Planning (PPP). Gary served as the Chair of PPP in 2009 and has received the David Donaldson Distinguished Service award from the Planned Giving Group of New England (PGGNE). He received an A.B. in History from Harvard College in 1984 and an M.B.A. from Harvard Business School in 1991.
Is Your Gift Annuity Program Sick or Healthy? Diagnosing and Treating Gift Annuity Risk-
Themed after a physical exam, this article describes how some programs are healthy and some are less so. While there are some excellent tools available that can take assumptions and a database and come up with useful diagnoses, this article explains how to analyze those results and cover some practical steps that can be taken to become or stay healthy through best practices such as: selective reinsurance, adjusting the investment of the funds, gift acceptance policies, and being pro-active about the way funds are removed from the pool.