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ACGA Members have access to all of the electronic materials on the website free of charge.  Please make sure you are logged in to see what is available to you before making a purchase.

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Survey Reports

The gift annuity surveys conducted by ACGA are the best source of information about charitable gift annuity policies, practices, and trends.  The surveys include questions related to gifts, annuitants, administration, and investments.  The surveys report data on over 20 years of continuities as well as changes. The gift annuity surveys conducted by ACGA are the best source of information about charitable gift annuity policies, practices, and trends.  The surveys include questions related to gifts, annuitants, administration, and investments.  The surveys report data on over 20 years of continuities as well as changes.

ACGA conducts its gift annuity surveys by email and mail typically every four to five years.  ACGA's survey reports help charities evaluate their gift annuity programs and establish policies with regard to their programs. The reports also provide supporting evidence to some charities as they explore the possibility of starting new programs.

The results are reported at the ACGA Conference and made available on this website for a fee.  ACGA members have access to the electronic reports in the members only downloads section.

Rates Reports

The ACGA Rates Committee prepares full reports to explain the reasoning used in establishing suggested 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, full reports, and rates tables are included as part of ACGA member benefits.  Members have access to additional files beyond what is listed below in the members-only downloads area.

Historic rates tables below are available for download by anyone where they are marked as free.

Consider joining the ACGA to gain access to all available case studies, presentations, webinars rates reports, surveys, white papers, and videos.

Item Members Only Non Members/Public Access
Rates tables only (on website) X (view) X (view)
Electronic Rates Report (effective January 1, 2020) X (members only downloads) Purchase Only - $75
Electronic Rates Brochures X (members only downloads) Purchase Only - $30
Printed Rates Brochures (25) Purchase Only - $25
*price discounted at check out
Purchase Only - $45

 

Conference Proceedings

The ACGA's conference proceedings are available for download in PDF format.

Disclaimer: We have made an effort to include all conference proceedings in our library. Some of the content is outdated, and is or may be inapplicable and inaccurate. You may access these historical documents, but please understand their limited use and viability. As with all aspects of this website, all content is subject to our Terms of Use.