Serving the Philanthropic Community Since 1927

Suggested Maximum Gift Annuity Rates, Quality Training Opportunities, and Consumer Protection Advocacy

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ACGA Surveys

cgasurvey

The gift annuity surveys conducted by ACGA are the best source of information about charitable gift annuity policies, practices and trends.  The surveys include questions related to gifts, annuitants, administration and investments.  The surveys report  data on over 20 years of continuities as well as changes. The gift annuity surveys conducted by ACGA are the best source of information about charitable gift annuity policies, practices and trends.  The surveys include questions related to gifts, annuitants, administration and investments.  The surveys report data on over 20 years of continuities as well as changes.

ACGA conducts its gift annuity surveys by email and mail typically every four to five years.  The results are reported at the ACGA Conference and made available on this website.

ACGA's survey reports help charities evaluate their gift annuity programs and establish policies with regard to their programs. The reports also provide supporting evidence to some charities as they explore the possibility of starting new programs.

Consider joining the ACGA to gain access to all available case studies, presentations, rates reports, surveys, white papers, and videos.

Survey Reports

Members of ACGA have full access to electronic copies of our survey reports.

 

Item Members Only  Non Members/Public Access 
Printed 2013 Survey of Charitable Gift Annuities Purchase Only - $50 Purchase Only - $75
Electronic 2013 Survey of Charitable Gift Annuities  X (download below) Purchase Only - $50
Electronic 2009 Survey of Charitable Gift Annuities  X (download below) Purchase Only - $50
Electronic 2008 Survey of Gift Planning  X (download below) Purchase Only - $50
Electronic 2004 Survey of Charitable Gift Annuities  X (download below) Purchase Only - $50
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Electronic 1999 Survey of Charitable Gift Annuities  X (download below) Purchase Only - $50
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Electronic1994 Survey of Charitable Gift Annuities  X (download below) Purchase Only - $50
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Electronic files for download:
Download this file (ACGA-2013CGASurveyReport_Rev062514.pdf)2013 Survey of Charitable Gift Annuities[Members Only][05]798 kB
Download this file (2009_ACGA-CGA_Survey.pdf)2009 Survey of Charitable Gift Annuities[Members Only][06]520 kB
Download this file (2008_GiftPlanning_Survey.pdf)2008 Survey of Gift Planning[Members Only][07]255 kB
Download this file (2004_ACGA-CGA_Survey.pdf)2004 Survey of Charitable Gift Annuities[Members Only][08]255 kB
Download this file (1999_ACGA-CGA_Survey.pdf)1999 Survey of Charitable Gift Annuities[Members Only][09]476 kB
Download this file (1994_ACGA-CGA_Survey.pdf)1994 Survey of Charitable Gift Annuities[Members Only][10]709 kB