Serving the Philanthropic Community Since 1927

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

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Resources

As a service to our members and to thank them for their continued support, ACGA offers this collection of materials that will be useful to any organization with an interest in charitable gift annuities. Please feel free to contact us if you have suggestions or comments about this new service.

casestudy

ACGA members can read quarterly case studies provided by ACGA volunteers as part of our newsletter, ACGA In Touch. 

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.

e learning

Thank you for visiting the PowerPoint & Video section of the ACGA website.  Here you will find a selection of downloadable resources, including videos of highly rated presentations from ACGA conferences, which will inform and support your organization's charitable gift annuity and planned giving programs.  Additional resources will be added to this section in the future, so keep checking back!

whitepaper

ACGA members have access to our white papers for more in depth information on gift annuities.

acgait

ACGA In Touch is our electronic newsletter featuring educational articles, current information on state regulations, rates updates, conference news and more.

If you would like to join our mailing list, please create a free registered user account by clicking here.

confproceedings

The ACGA is unique in that we have held professional conferences on charitable gift planning since 1927.  Thanks to a gift from a friend of the ACGA, all 28 of the historic ACGA Conference proceedings, 1927 through 2010, have been digitized and are now available at no charge in PDF format.  Additional information, including presentations, is available upon request.  Please contact us if you need additional information.

news

Recent postings highlighting educational opportunities, state regulation and rate changes, and relevant information for planned giving professionals and donors.  If you would like to view our archived articles, click here.

ethics

Infomation on ethics, standards, and best practices related to charitable gift annuities.

publicpolicy

Legislative and regulatory issues of interest to our members.  If you would like to view our archived articles, click here.