At the Heart of Charitable Giving

Randy Beranek, Esq.

Director Planned Giving
Salvation Army

Session I: Pre-Luncheon Speaker

This is a workshop for those who are considering starting a Charitable Gift Annuity (CGA) program, Planned Giving Officers fairly new to the field, Major Gift Officers who would like to know more about Charitable Gift Annuities, and anyone who would like a brief refresher course.

Part 1. The basics.

• What is a CGA?
• How does it work?
• What are the benefits and drawbacks for donors and charities?

Part 2. What you need to know

• What assets should and should not be used to establish a CGA
• Disclosure and regulatory requirements
• Marketing and administrative issues

Part 3. CGA Strategies

• How to answer donor objections
• How to talk about more advanced concepts like Deferred Annuities, Flexible Annuities and Testamentary Annuities

Please bring your questions or email questions to Randy in advance. We will answer as many as time permits.

Randy V. Beranek, Esq. is the Director of Planned Giving at The Salvation Army, Greater New York Division and has more than 20 years of practical fundraising, business and legal experience. He has served as Director of Planned Giving at Columbia University Medical Center, where he was a member of the Senior Management Team that planned and implemented Columbia’s $1 billion capital campaign. Before joining Columbia, Randy was Director of Planned Giving at The New York Public Library, and has also worked with small and medium-sized non-profits to establish new planned giving programs, including the authorship of a comprehensive Planned Giving Practice and Policy Manual.

Randy is admitted to the Bar in New York, and is a member of the New York State Bar Association. He is a past member of the Board of Directors of the Planned Giving Group of Greater New York, where he served as Secretary and Co-Chair of the Program Committee. He received his J.D. degree from Brooklyn Law School and holds M.A. and M.Phil. degrees from Columbia University.