Historic Rates Tables

The ACGA Rates & Regulations Committee prepares full reports to explain the reasoning used in establishing suggested maximum 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 and full reports are included as part of the ACGA member benefits.

Item	Members Only	Non Members/Public Access
Rates tables only (current)	X (view)	X (view)
Electronic Rates Report (current)	X (view)
Electronic Rates Brochures	X (view)
Historic Rates Tables	X (see below)	X (see below)
Historic Rates Reports	X (view)

Historic Rates Tables

Historic rates tables below are available for download by the public.

Announcements

ACGA's Work in New York is a Win for Charities

The ACGA is pleased to announce that New York Bill A4599a has officially been signed into law by Governor Kathy Hochul on October 25, 2023. This law codifies changes in the New York regulatory code so that New York charities can continue to rely on ACGA rates and becomes effective in 90 days on January 23, 2024. This is a fantastic win for charities and donors as it brings clarity to which rates are acceptable in New York. Click here to read more.

Charitable Planning Opportunities with Retirement Plans

On December 29 President Biden signed the Consolidated Appropriations Act of 2023 (“Act”). Contained in the provisions of the Act is the new Secure Act 2.0, which addresses many issues related to retirement planning. Click here to read more.