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

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A Word from the Chair - November 2017

Valentine LThe ACGA board and its committees held their fall in-person meetings in Atlanta November 5th and 6th. It was a time to learn what all of our hard-working committees have been involved with since we last met in April and for the committees to receive input from board members not serving on their committees.

The State Regulations Committee, which is tasked with the job of monitoring state regulation of charitable gift annuities, reported on its communications with the New York Department of Financial Services over the past few months regarding concerns that had been raised by several ACGA member organizations about some “best practices” posted on the Department’s website earlier in the year.  Read State Regulation Committee Chair Edie Matulka’s article to learn how the committee’s work opened a line of communication with that body and what the committee plans as follow-up to its initial conversation.

The conference hotel has been long-secured, we have commitments from an outstanding group of plenary and break-out session speakers, and the food for meals, receptions and breaks has been selected, now all that is left is for you to register to attend our 33rd Conference on Gift Planning, April 25-27, 2018 in Seattle. The early bird discounts on registration fees end on February 14, 2018.

And, don’t forget that ACGA offers conference scholarships though the Terry L. Simmons Philanthropic Endowment Fund.  The scholarship covers the recipient’s conference registration, two nights’ hotel stay and a $100 stipend. The deadline to apply for a scholarship for our 2018 conference is December 8, 2017.

Hope to see you in Seattle!

Laurie Valentine
Lead Co-Chair