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Rates Update - Breaking News

The American Council on Gift Annuities (ACGA) Board of Directors reaffirmed its current schedule of suggested maximum charitable gift annuity (CGA) rates at its Board meeting on May 30th.  The ACGA regularly reviews the financial and actuarial assumptions behind its suggested maximum gift annuity rates to ensure they are fiscally responsible for charities.  Also at the May 30, 2019 meeting, the ACGA Board of Directors voted to embark on its next 10-year study of gift annuitant mortality.  The last study was done for the years 2005 through 2009. This FAQ piece offers more information on the important work of the ACGA’s Rates Committee: Charitable Gift Annuity Rates: What Has and Has Not Changed.

For more detailed information, please see our 2018 Rates Paper, which is available to ACGA members for free on our website.

 

Rates Reports

The ACGA Rates Committee prepares full reports to explain the reasoning used in establishing suggested charitable gift annuity rates. The detail in this report goes beyond the assumptions used in arriving at the rates. The report provides historical background, statistical information, the rationale behind the assumptions and more.

Electronic copies of brochures, full reports, and rates tables are included as part of ACGA member benefits.  Members have access to additional files beyond what is listed below in the members-only downloads area.

Historic rates tables below are available for download by anyone where they are marked as free.

Consider joining the ACGA to gain access to all available case studies, presentations, webinars rates reports, surveys, white papers, and videos.

Item Members Only Non Members/Public Access
Rates tables only (on website) X (view) X (view)
Electronic Rates Report (effective July 1, 2018) X (members only downloads) Purchase Only - $75
Electronic Rates Brochures X (members only downloads) Purchase Only - $30
Printed Rates Brochures (25) Purchase Only - $25
*price discounted at check out		 Purchase Only - $45

 

Document Price($) Order
2018 Rates Brochure Effective 7/1/18 Featured ! New ! $30.00 Order It
2018 Rates Brochure Effective 7/1/18 (25 printed brochures) Featured ! New ! $45.00 Order It
Suggested Maximum Rates Effective 07/01/18 - Full Report Featured ! New ! $75.00 Order It
Suggested Maximum Rates Tables Effective 01/01/12 Free Download
Suggested Maximum Rates Tables Effective 07/01/11 Free Download
Suggested Maximum Rates Tables Effective 07/01/10 Free Download
Suggested Maximum Rates Tables Effective 02/01/09 Free Download
Suggested Maximum Rates Tables Effective 07/01/08 Free Download
Suggested Maximum Rates Tables Effective 07/01/07 Free Download
Suggested Maximum Rates Tables Effective 07/01/06 Free Download
Suggested Maximum Rates Tables Effective 07/01/05 Free Download
Suggested Maximum Rates Tables Effective 07/01/04 Free Download
Suggested Maximum Rates Tables Effective 07/01/03 Free Download
Suggested Maximum Rates Tables Effective 01/01/03 Free Download
Suggested Maximum Rates Tables Effective 07/01/02 Free Download
Suggested Maximum Rates Tables Effective 07/01/01 Free Download
Suggested Maximum Rates Tables Effective 07/01/99 Free Download
Suggested Maximum Rates Tables Effective 07/01/98 Free Download
Suggested Maximum Rates Tables Effective 07/01/97 Free Download
Suggested Maximum Rates Tables Effective 03/01/97 Free Download