A Word from the President - March 2021
Written by Rebecca Locke, ACGA President   

As I write this letter, winter is still having its way with much of the country, but spring is on its way. In this issue, we at ACGA have much to share with you in this newsletter as well as on our website. 

I’d like to share our new Diversity, Equity, and Inclusion policy that you can find here. Led by Board member, Crystal Thompkins, and former Board member, Cris Lutz, our policy sets forth our commitment to developing and sustaining a more diverse and inclusive Board of Directors that reflects the diversity of our members, their missions, our for-profit partners, and the broader philanthropic community. At our core, we believe that diversity and inclusion are strategic strengths that further our mission and our contributions to the communities that we serve.

This year as we, and many of our members, continue to function in a virtual environment. I’m proud to share that we have learned to thrive in a virtual environment and to continue to provide the range of services that our members expect of us. Webinars this spring include Investment Approaches for CGA Pools on March 10 and a May 4 webinar on the important topic of State Regulations. Keep an eye on our website for new webinars that will be announced in the coming months and take advantage of the discount your ACGA membership provides. We also have an upcoming new survey to be deployed later this year, a new mortality study, and a methodology review. 

As always, you will want to visit our website regularly as we continue to monitor state regulations and engage as appropriate, review rates at our monthly meeting on the topic, make announcements on new resources as well as find existing tools to help you manage your gift annuity program. 

Last, as we go into the spring, I’d like to take a moment to celebrate and thank just a few of our partners who we work with on many fronts. Our friends at Stelter, the National Association of Charitable Gift Planners, and PG Today are working with us in myriad ways to serve our philanthropic community. Their work, and partnership, enrich the work that we do on the charitable gift annuity front. We are grateful to them every day!

(By the way, our friends at the acclaimed PG Today offer a wonderful discount to ACGA members. To find out more, follow this link. https://acga.memberclicks.net/discounts)

Last Updated on Tuesday, March 16, 2021 04:53 PM