Best Practices

Best Practices

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

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# Article Title Date Author
1 Charitable Gift Annuity Best Practices PowerPoint 10/25/2020 ACGA
2 The Fundamentals of a Successful Charitable Gift Annuity Program 10/25/2020 ACGA
3 CGA Best Practices - 5 Helpful Reminders 11/29/2018 Pamela Bennett & Michael Welling
4 Philanthropy Protection Act of 1995 - Time for a Review 12/12/2014 Joseph O. Bull, J.D.
5 Recommended Charitable Gift Annuity Best Practices 10/25/2011 ACGA
6 Sample Gift Annuity Disclosure Statement/Letter 04/20/2011 ACGA
7 ACGA Position Paper: "Selling" Charitable Gift Annuities On Commission 12/06/1998 ACGA
8 Federal Disclosure Statement for Gift Annuities 12/08/1995 ACGA
9 Model Standards of Practice for the Charitable Gift Planner 05/07/1991 NCPG & ACGA