Suggested Gift Annuity Rates, Quality Training Opportunties, and Consumer Protection Advocacy

Wisconsin's CGA Law

Important change to Wisconsin law regarding issuance of gift annuities, effective April 18, 2014, including removal of registration and on-going reporting requirements and addition of specific disclosure and notice requirements.  Click here for more info.

YOU CAN BE AN ACGA STATE AGENT

 

Signup to be an ACGA State Agent today!

 

State Agent Information

 

Terry Simmons Fund

DonateNow

The Terry L. Simmons Philanthropic Endowment Fund will provide scholarships to worthy individuals who would otherwise be unable to attend the Conference on Gift Annuities.

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IRA Charitable Rollover Legislation Signed

Today, President Barack Obama signed legislation to reinstate retroactively the IRA charitable rollover. While the timeline for making IRA charitable rollover gifts is tight (the reinstatement expires January 1, 2015), it is not too late to let your donors know that they still have time to take advantage of this gifting opportunity. The provision allows each IRA owner who is 70 1/2 or older to make direct transfers of up to a total of $100,000 per year to one or more qualified charities. The IRA charitable rollover is tax-free and not included in adjusted gross income. For more information and planning thoughts, please watch the video presentation from Emanuel J. Kallina II, J.D., LL.M., Managing Member of Kallina & Associates, LLC and ACGA Board member.

As a reminder, the IRA rollover provision excludes IRA transfers to fund charitable gift annuities.

 

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