Serving the Philanthropic Community Since 1927

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

2018 Conference

The 2018 ACGA Conference will be held April 25-27, 2018 at the beautiful Sheraton Hotel in downtown Seattle, Washington. Building on the success of the 2016 Conference, the 2018 edition will again feature a broad array of interesting and up to date gift planning topics, presented by a stellar faculty. The opening key note address will be delivered by Pete Sommerfeld, Senior Philanthropic Advisor of the Oregon Health Sciences University Foundation, and the closing plenary address will be delivered by Robert Sharpe, Chairman of the Sharpe Group.

Rates

The ACGA Board and Rates Committee have a methodology in place to provide for the ongoing review of the factors that impact the suggested rate charts published by ACGA. As part of its ongoing review process, the Rates Committee of the ACGA monitors on a weekly basis certain interest rates that underlie the investment return assumptions used to create the rate schedules. Annuitant mortality and other assumptions are evaluated and updated as necessary on an annual basis. That methodology provides for the routine announcement of any modifications to the suggested rates following its spring Board meeting with an effective date of the following July 1st.

State Regulations

ACGA informs the entire charitable community with developments in state regulation of gift annuities, and we need your help. If you are an ACGA member, please sign up to be a state agent for our State Regulations Committee, so you can alert us to regulatory or legislative happenings (and be our “go-to” person) in your state. YOU are our best source of intelligence.

Join the ACGA for the 33rd Planned Giving Conference

Join us in Seattle!

Rates Update

At its semi-annual meeting in November, the Board of Directors of the American Council on Gift Annuities (ACGA) unanimously reaffirmed its current schedule of suggested maximum charitable gift annuity (CGA) rates. From time to time, we receive questions from members and the general public about how the rate schedule is determined. We thought it would be helpful to address the nature of the important work of our Rates Committee in this FAQ piece… Read more...

How to Join or Support the ACGA

The ACGA relies on the support of the charitable community and indivuals to carry out our mission of promoting responsibile philanthropy. The ACGA actively promotes responsible philanthropy through actuarially sound, suggested maximum charitable gift annuity rates, quality training opportunities and the advocacy of appropriate consumer protection.

Ways you can support ACGA:

Organizational Membership (July 1^st - June 30^th)
ACGA Operations Donation
ACGA Endowment Campaign - Securing the Future
Terry L. Simmons Scholarship Fund
Frank Minton Leadership Academy

Month	Rate
April 2018	3.2%
March 2018	3.0%
February 2018	2.8%