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Adriana Carr, Development Director, Holy Name Sisters Foundation, Marylhurst, Oregon

Gift Annuity Rates Will Not Change
June 18, 2009

In keeping with a previous notice that action on suggested rates would be announced by July 1, the ACGA is reaffirming the recommended Schedule of Rates that became effective February 1, 2009.

The Rates Committee and the Board will continue with their customary review of factors that affect our rates recommendations. Your attention is called to our Rates Report published in April 2009 and our Best Practices Document for guidance on the effective operation of your gift annuity program. The 2009 Rates Report is available at no charge to ACGA sponsors in the Sponsors’ Forum on the ACGA web site. The Best Practices document is available to everyone in the Resources/Ethics section of the site.

Click here for the current rates.


Response to 5-12-09 Wall Street Journal Article

An article appeared in the May 12 issue of the online Wall Street Journal entitled “Donors Find Gift Annuities Can Stop Giving.” Unfortunately, the American Council on Gift Annuities feels that the article misrepresented and inflated the risks associated with charitable gift annuities, and exaggerated the idea that there is a higher risk of charities defaulting on payments than is true. We are dismayed at the one-sided treatment of risk in this article, and have submitted a letter to the editor expressing our opinion. In addition, the Partnership for Philanthropic Planning (PPP) has also written a letter in response to this article.
SPOTLIGHT
2008 Survey of Gift Planning
ACGA is pleased to present the results of a comprehensive national survey on charitable gift planning among U.S. charities. This report contains a detailed statistical analysis of responses from representatives of charitable organizations to a survey administered by ACGA in late 2007 and early 2008. The report is available to ACGA sponsors in the "Sponsors' Forum."

A printed copy of the report will be available soon. To download our order form, click here.

UPDATE: ACGA Issues Additional Statement Regarding Operating a Gift Annuity Program in the Current Economy - Click Here
Charitable Gift Annuities in Difficult Economic Times - Click Here
ACGA and the National Committee on Planned Giving (NCPG) comment on Proposed Regulations on the Substantiation and Reporting Requirements for Cash and Noncash Charitable Contribution Deductions. Click Here. November 5, 2008
Charitable Gift Annuity Best Practices Recommended by ACGA. - Click Here
ACGA Honors Planned Giving Champion Terry Simmons. Click Here to learn about and donate to the Terry L. Simmons Philanthropic Endowment Fund
ACGA and NCPG comment on the proposed charitable lead trust regulation that requires the payments to the charity beneficiary consist of different classes of income determined on a pro rata basis. Click Here.
ACGA Collaborates with New York Insurance Department to Reach Compromise on New Reserve Requirements for Charities That Issue Gift Annuities in New York - Click Here

Further clarification on calculating required assets in the case of a charity that applies for a certificate of exemption rather than a permit in New York - Click Here


Strengthen Your Gift Annuity Program
Join the American Council on Gift Annuities

All ACGA sponsors realize the importance of the work ACGA does in suggesting sound charitable gift annuity rates. Without the support of our sponsors, this essential task would be impossible.

In addition to playing a part in this important work, our sponsors enjoy many exciting benefits:

Sponsors' Forum - Login & Password required!The Sponsors’ Forum: Our collection of information available online only to ACGA sponsors, including:

  • Report and Comments on the 2004 Survey of Charitable Gift Annuities
  • Comprehensive reports on gift annuity rates
  • Speaker presentations from past conferences
  • Searchable database of ACGA Sponsors
  • Forgot your password? Click here.


The Donors’ Corner: The ACGA office receives frequent inquiries from potential donors. In addition to general information about charitable gift annuities, these individuals want to know who issues them. To serve these potential donors, as well as our sponsors, these web pages provide basic information about gift annuities, in donor-friendly language. Donors then have the ability to access links to our sponsors’ web sites. Is your organization listed? Don’t miss out on this opportunity!


The ACGA Virtual Exhibit Hall: Visit the ACGA Virtual Exhibit Hall to learn about products and services offered by our conference sponsors and exhibitors. Click here to enter.

Regulation and Legislation: The American Council on Gift Annuities keeps a finger on the pulse of legislation affecting charitable gift annuities and planned giving. Our state regulations pages are highly regarded for content, format, and user-friendliness.

Conference on Gift Annuities: The longest-running conference in the planned giving profession, the highly respected Conference on Gift Annuities is held every other year. Any number of individuals from our sponsoring organizations are invited to attend the conference at a special discount.

28th Conference on Gift Annuities: Attendee evaluations tell us that the 28th Conference on Gift Annuities, held April 2-4, 2008 in Chicago, was an outstanding educational event. Educational sessions received rave reviews, and our plenary speakers were highly regarded as well. Click here for our conference scrapbook.

Click here to order the conference proceedings manual.

Click here to order audio CDs of our presentations.

New! Join for three years and save!

Our sponsorship fee of $100 per year ($275 for three years) is a small price to pay for the work we do to strengthen your gift annuity program. Join nearly 1,300 organizations in the effort to promote responsible philanthropy.
Click here to join.
We welcome your participation!


Website updated
June 19, 2009.
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