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ACGA Rates Webinar

ACGA Rates Webinar

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 PGCalc, will discuss the new ACGA Rates Report and the July 1 rates.  Topics will include where the new rates fit in with historical gift annuity rates, assumptions underlying the rates, and the rationale for each of the assumptions.  They will also discuss the gift residuum, mortality figures,  expenses, investment return, asset allocation, and benchmarks. You will come away from the webinar with knowledge to help explain the rate changes to your administration, co-workers, and donors.

All participants will receive an electronic copy of the full rates paper during the webinar and access to the recorded webinar the day after.

Event Details

Event Start Date 07-16-2020 1:00 pm ET
Event End Date 07-16-2020 2:00 pm ET
Registration Start Date 06-22-2020 10:00 am ET
Cut off date 07-16-2020 12:00 pm ET
Individual Price ACGA Members: $50 / ACGA Non-members: $75
Number Hours 1
Location Webinar
We are no longer accepting registration for this event

Speakers

Dave Ely

Brown Advisory
Portfolio Manager

Bill Laskin

PG Calc
Vice President, Product Management