ACGA Suggested Gift Annuity Rates

IMMEDIATE AND DEFERRED GIFT ANNUITY RATES WILL REMAIN THE SAME

Having conducted its annual review, the ACGA Rates Committee recommended that current gift annuity rates for immediate gift annuities, which became effective on July 1, 2003, remain in effect for another year. In addition, the deferred gift annuity rates which became effective on July 1, 2006 will also remain the same for another year. At its April 2, 2007, meeting the ACGA board approved these recommendations.

Note - July 1, 2003, July 1, 2004, July 1, 2005, July 1, 2006 & July 1, 2007 - Immediate gift annuity rates are the same.
Please check the Comments page for further information about deferred payment gift annuities.
Single Life - ACGA Suggested Gift Annuity Rates

Two Lives - ACGA Suggested Gift Annuity Rates

Deferred Payment Gift Annuity Factors (All states except New York & New Jersey)

Deferred Payment Gift Annuity Factors (For New York & New Jersey Only) (Will update late summer 2008)

Assumptions for ACGA Rates

Comments on Gift Annuity Rates

This page last updated April 16, 2008.

Approved by the American Council on Gift Annuities on May 12, 2003
Effective July 1, 2003 - June 30, 2004

Approved by the American Council on Gift Annuities on May 5, 2004
Effective July 1, 2004 - June 30, 2005

Approved by the American Council on Gift Annuities on April 18, 2005
Effective July 1, 2005 through June 30, 2006

Approved by the American Council on Gift Annuities on April 5, 2006
Effective July 1, 2006 through June 30, 2007

Approved by the American Council on Gift Annuities on April 2, 2007
Effective July 1, 2007 through June 30, 2008
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