This report on the 2019 Survey of Charitable Gift Annuity Program Best Practices displays and analyzes the responses from 344 charitable organizations provided from April 1 through July 31, 2019. This important survey was conducted jointly by the American Council on Gift Annuities (ACGA) and the National Association of Charitable Gift Planners (CGP). Results were reported at the ACGA Conference in April 2020 and provided to ACGA and CGP members soon thereafter.
This survey follows the research gathered, analyzed and disseminated as part of ACGA’s comprehensive 2017 Survey of Charitable Gift Annuities. The 2017 study identified factors of growing or expanding charitable gift annuity programs. The goal of this study is to expand the inquiry further to identify best practices for growing charitable gift annuity programs that all charities can follow.