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ACGA Webinar - Rates
Wednesday, July 21, 2021, 1:00 PM - 2:00 PM EDT
Category: Webinar
Join us on Wednesday, July 21, at 1:00 p.m. for a webinar about the ACGA’s suggested maximum charitable gift annuity rates. Since its inception, the American Council on Gift Annuities has suggested gift annuity rates that appeal to donors yet protect charities' assets and allow for meaningful gifts to them. Presenters David Ely, Portfolio Manager at Brown Advisory, and Bill Laskin, Vice President, Product Management at PG Calc, will describe how the current ACGA rates, which went into effect July 1, 2020, fit in with historical gift annuity rates, the assumptions underlying the rates, and the rationale for each of the assumptions. They will also discuss the current conflict between New York maximum annuity rates and the ACGA rates: which annuities and annuitant ages are affected, what we know and don’t know about New York’s maximum rates, and where things stand with the ACGA’s efforts to resolve the conflict. You will come away from the webinar with knowledge to help explain the ACGA rates to your administration, co-workers, and donors, as well as an understanding of the situation in New York and how it does or does not affect your charity. All participants will receive an electronic copy of the full rates paper during the webinar and access to the recorded webinar the day after. ACGA Members: $50 / ACGA Non-members: $75 Register NowAbout the Speakers
Dave Ely David earned his Bachelors degree in Economics from the University of North Carolina at Chapel Hill, and his Masters degree in Finance at Northeastern University. He holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society, as well as the CFA Institute. David is also a Board member of the American Council on Gift Annuities and Vice President of Rates & Regulations.
Bill Laskin Bill is a co-founder of PG Calc, a leading provider of gift planning software and services since 1985. As Vice President, Product Management, Bill's responsibilities include product requirement definition, design, documentation, and market research. He also manages and hosts PG Calc’s monthly webinar series, writes the PG Calc-U-Letter, PG Calc’s quarterly newsletter, and contributes regularly to the eRate, PG Calc’s monthly eNewsletter. Bill has published numerous articles in Planned Giving Today and other industry publications on a variety of planned giving topics. He has served on the board of the Planned Giving Group of New England and is a current board member of the American Council on Gift Annuities. Prior to PG Calc, Bill spent two years as a development assistant in the Harvard Planned Giving Office. He graduated from Harvard College in 1982 and from Tufts University School of Medicine in 1991 (he never practiced medicine, but is accomplished at removing splinters). |
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ACGA's Work in New York: Update
Recently, the New York Department of Financial Services in adopting the recently passed NY Bill A4599a officially signed into law on October 25, 2023, confirms that ACGA rates are acceptable for New York donors and charities to follow. As a reminder, ACGA has done the largest mortality survey EVER, and ACGA understands the ratio should be 45/55 (male/Female), and therefore, charities should rely on our rates. Click here to read more about our work in New York.
Charitable Planning Opportunities with Retirement Plans
Contained in the provisions of the Consolidated Appropriations Act of 2023 (“Act”) is the new Secure Act 2.0, which addresses many issues related to retirement planning. Click here to read more.
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