Serving the Philanthropic Community Since 1927

Suggested Maximum Gift Annuity Rates, Quality Training Opportunities, and Consumer Protection Advocacy

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Join the ACGA for the 34th Gift Planning Conference
We are Going to Atlanta!

Rates Update - Breaking News

The full paper on the new ACGA rates is now available in electronic format free of charge to ACGA members. The report can be found on our website here.  If you missed the webinar on 6/14/18, ACGA members can login and view the webinar presentation on our website here.

How to Join or Support the ACGA

The ACGA relies on the support of the charitable community and indivuals to carry out our mission of promoting responsibile philanthropy.  The ACGA actively promotes responsible philanthropy through actuarially sound, suggested maximum charitable gift annuity rates, quality training opportunities and the advocacy of appropriate consumer protection. 

Ways you can support ACGA:

Current IRS Discount Rates

Month Rate
June 2018 3.4%
May 2018 3.2%
April 2018 3.2%

The IRS has released the Applicable Federal Rate for the current month. Each month the Service surveys hundreds of interest rates for various financial instruments and publishes the rate that is applicable for charitable deduction calculations. Click here to view historic AFRs.

2018 Survey of Charitable Gift Annuities Report is On Its Way

SurveyThe ACGA Research Committee has been busy working on the 2018 Survey of Charitable Gift Annuities Report.  The gift annuity surveys conducted by ACGA are the best source of information about charitable gift annuity policies, practices and trends.

ACGA emailed the 2017 Gift Annuity Survey to ACGA members and contacts beginning in September of 2016.  It was made available through a web link on the ACGA website and marketed in the ACGA newsletter.  ACGA also sent a hard copy mailing to organizations that did not respond to the initial email request.

More charities participated in the ACGA Survey in 2017 compared with 2013.  Many of the questions about gifts, annuitants, administration and investment were asked in the ACGA surveys conducted in 1994, 1999, 2004, 2009, and 2013.  As a result, the 2018 report will review data over 20 years of continuities as well as changes. 

Texas Tech researcher and author Russell James is a member of the Research Committee and has completed the initial data analysis for this report.  The Committee is presently reviewing drafts.  Full results will be reported at the ACGA Conference in April 2018 and provided to ACGA members soon thereafter.  The Committee wishes to thank BNY Mellon for sponsoring the 2018 Survey of Charitable Gift Annuities Report.

Survey Sponsor:

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