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Can you tell your supporters that a CGA can deliver "GUARANTEED" income or not?

I attended a local monthly planned giving event a while back and learned a lot about how not to market charitable gift annuities.

During the presentation, one of the attendees stood up and gave everyone a thorough dissertation on the dangers of using the words “guaranteed” and “investment” in your charitable gift annuity marketing. He sternly warned that using those words is very dangerous, off-limits, and would probably result in a lawsuit against your organization.
Then one of my pals sent me the ad below straight out of AARP’s magazine.
So what gives? Do we listen to the attendee or do we follow one of the largest nonprofits in the United States?
Is this ad dangerous?

Is this ad dangerous?


 

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Greg Warner

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Greg Warner

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