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Best Practices


Infomation on ethics, standards, and best practices related to charitable gift annuities.

CGA Best Practices - 5 Helpful Reminders

Below are some helpful reminders for your gift annuity program:

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Philanthropy Protection Act of 1995 - Time for a Review

ACGA encourages member organizations to review the Philanthropy Protection Act of 1995 (PPA). The PPA grants charities broad exemptions from compliance with securities laws of the United States, as long as specific requirements are met.

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ACGA Position Paper: "Selling" Charitable Gift Annuities On Commission

Presented by the American Council on Gift Annuities. 

It has come to the attention of the American Council on Gift Annuities (ACGA) that one or more charitable organizations have been recruited by life insurance agents, securities brokers, financial planners and others to sell gift annuities on commission. In addition, promotional materials that have been published indicate products being promoted by for profit companies that are referred to as gift annuities on a commission-based sales approach.

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Model Standards of Practice for the Charitable Gift Planner


The purpose of this statement is to encourage responsible gift planning by urging the adoption of the following Standards of Practice by all individuals who work in the charitable gift planning process, gift planning officers, fund raising consultants, attorneys, accountants, financial planners, life insurance agents and other financial services professionals (collectively referred to hereafter as "Gift Planners"), and by the institutions that these persons represent.

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