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

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Simmons Endowment Fund

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The Terry L. Simmons Philanthropic Endowment Fund will provide scholarships to worthy individuals who would otherwise be unable to attend the Conference on Gift Annuities.

 

Suggested Maximum Rate Schedules

Suggested Maximum Rates Reports

The ACGA Rates Committee has prepared this report 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.

Please login or register with the website to view and download a free electronic copy of the rates reports in PDF format.  While we provide free copies of the rates reports to registered users for download, we encourage you to help support ACGA through a membership if you have not already done so.

If you prefer to receive a printed copy of the rates reports, please choose one of the options below.

Hardcopy Reports Members Non-Members
Suggested Maximum CGA Rates Effective 01/01/12
$15.00, click here $25.00, click here
Suggested Maximum CGA Rates Effective 07/01/11 $15.00, click here $25.00, click here
Suggested Maximum CGA Rates Effective 07/01/10 $15.00, click here $25.00, click here
Suggested Maximum CGA Rates Effective 02/01/09 $15.00, click here $25.00, click here

 

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