EducationThe ACGA provides various educational opportunities through quarterly webinars and our biennial conference. What is the focus of the ACGA conference curriculum?At its biennial conference the ACGA seeks to offer education in three areas:
It is important to note that education in all three areas is not restricted to charitable gift annuities. Our Conference Committee solicits the highest quality speakers from across the country to make presentations on topics ranging from marketing, program management, donor relations, gift planning technical issues, prospect research, and the financial, investment, and legal considerations of gift planning programs. |
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Announcements
ACGA's Work in New York: Update
Recently, the New York Department of Financial Services in adopting the recently passed NY Bill A4599a officially signed into law on October 25, 2023, confirms that ACGA rates are acceptable for New York donors and charities to follow. As a reminder, ACGA has done the largest mortality survey EVER, and ACGA understands the ratio should be 45/55 (male/Female), and therefore, charities should rely on our rates. Click here to read more about our work in New York.
Charitable Planning Opportunities with Retirement Plans
Contained in the provisions of the Consolidated Appropriations Act of 2023 (“Act”) is the new Secure Act 2.0, which addresses many issues related to retirement planning. Click here to read more.
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