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

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Suggested Maximum Rates Reports, Tables and Brochures

The ACGA Rates Committee prepares full reports to explain the reasoning used in establishing suggested charitable gift annuity rates. Detail in this report goes beyond the assumptions used in arriving at the rates. The report provides historical background, statistical information, rationale behind the assumptions and more.

Electronic copies of brochures, full reports and rates tables are included as part of ACGA member benefits.

Historic rates tables are avalable for download by anyone with a "free registered user" account.   You must be logged in to download the rates table PDF files below.

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

Item Members Only Non Members/Public Access
Rates tables only (on website) X (download below) X (download below)
Electronic Rates Report X (download below) Purchase Only - $75
Electronic Rates Brochures (25) X (download below) Purchase Only - $30
Printed Rates Brochures (25) Purchase Only - $25 Purchase Only - $45

 

Electronic files for download:
Download this file (ACGA_2012RatesBrochure_110716.pdf)2012 ACGA Suggested Gift Annuity Rates Brochure[Members Only][00]470 kB
Download this file (ACGA_Rates_2012-0101_092616Update-Report.pdf)Suggested Maximum Rates Effective 01/01/12 - Full Report[Members Only (Current report)][01]396 kB
Download this file (ACGA_Rates_2011-0701_2011-1231-Report.pdf)Suggested Maximum Rates Effective 07/01/11 - Full Report[Members Only][02]203 kB
Download this file (ACGA_Rates_2011-0701_2011-1231-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/11[Free registered user account required, login][02a]457 kB
Download this file (ACGA_Rates_2010-0701_2011-0630-Report.pdf)Suggested Maximum Rates Effective 07/01/10 - Full Report[Members Only][03]208 kB
Download this file (ACGA_Rates_2010-0701_2011-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/10[Free registered user account required, login][03a]57 kB
Download this file (ACGA_Rates_2009-0201_2010-0630-Report.pdf)Suggested Maximum Rates Effective 02/01/09 - Full Report[Members Only][04]250 kB
Download this file (ACGA_Rates_2009-0201_2010-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 02/01/09[Free registered user account required, login][04a]51 kB
Download this file (ACGA_Rates_2008-0701_2009-0131-Report.pdf)Suggested Maximum Rates Effective 07/01/08 - Full Report[Members Only][05]257 kB
Download this file (ACGA_Rates_2008-0701_2009-0131-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/08[Free registered user account required, login][05a]58 kB
Download this file (ACGA_Rates_2007-0701_2008-0630-Report.pdf)Suggested Maximum Rates Effective 07/01/07 - Full Report[Members Only][06]236 kB
Download this file (ACGA_Rates_2007-0701_2008-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/07[Free registered user account required, login][06a]61 kB
Download this file (ACGA_Rates_2006-0701_2007-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/06[Free registered user account required, login][07a]189 kB
Download this file (ACGA_Rates_2005-0701_2006-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/05[Free registered user account required, login][08a]52 kB
Download this file (ACGA_Rates_2004-0701_2005-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/04[Free registered user account required, login][09a]72 kB
Download this file (ACGA_Rates_2003-0701_2004-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/03[Free registered user account required, login][10a]57 kB
Download this file (ACGA_Rates_2003-0101_2003-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 01/01/03[Free registered user account required, login][11a]79 kB
Download this file (ACGA_Rates_2002-0701_2002-1231-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/02[Free registered user account required, login][12a]73 kB
Download this file (ACGA_Rates_2001-0701_2002-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/01[Free registered user account required, login][13a]159 kB
Download this file (ACGA_Rates_1999-0701_2001-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/99[Free registered user account required, login][14a]80 kB
Download this file (ACGA_Rates_1998-0701_1999-0630-Report.pdf)Suggested Maximum Rates Effective 07/01/98 - Full Report[Members Only][15]3489 kB
Download this file (ACGA_Rates_1998-0701_1999-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/98[Free registered user account required, login][15a]452 kB
Download this file (ACGA_Rates_1997-0701-1998-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/97[Free registered user account required, login][17a]395 kB
Download this file (ACGA_Rates_1997-0301_1998-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 03/01/97[Free registered user account required, login][18a]1304 kB