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ACGA In Touch
A Word from the Chair

While we may be at the closing of summer, the ACGA Board has not been “vacationing,” but has been hard at work in many of its signature areas of service to the charitable community and its donors.

Key among those activities is the Research Committee’s hard work on the 2017 Survey of Charitable Gift Annuities.  Their work began over a year ago as they designed the survey and worked to get a good response sample. The responses received from 409 charitable organizations have been analyzed and the first draft of the report was sent out to the committee for review in early July. The final report will be presented at the 2018 ACGA Conference next April. Research Committee Chair Kristen Schultz Jaarda’s article in this newsletter provides more details about this important work of the ACGA board.

2018 Survey of Charitable Gift Annuities Report is On Its Way

The 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.
ACGA Membership Reminder

For those who value the work of this pillar in the philanthropic community and wish to promote responsible philanthropy, please renew your ACGA membership for 2017-2018 if you have not done so already and begin receiving the discounts and added benefits of being a member.  Your $200 membership covers from July 1, 2017 to June 30, 2018.  This membership will provide many benefits including a discount to the 2018 ACGA Conference in Seattle to be held April 25th – 27th.!  To view a full list of ACGA member benefits, click here.

Case Study: Deferred Charitable Gift Annuity Funded with Appreciated Assets
Giving an appreciated asset to charity in exchange for a Deferred Charitable Gift Annuity (“DCGA”) allows a donor to benefit charity, receive an income tax deduction, defer taxation on the appreciation, and enjoy a steady, lifetime stream of income beginning at future date determined by the donor.

Sandra James, age 55, is a graduate and long-time supporter of her state university.  Sandra wants to make a significant gift to the university, but anticipates needing to supplement her annual income when she retires in 10 years at age 65.
Terry Simmons Scholarship Applications
The American Council on Gift Annuities has established an endowment fund to assist promising gift planners with their professional development. The Terry L. Simmons Philanthropic Endowment Fund provides scholarships to worthy individuals who would otherwise be unable to attend the Conference on Gift Annuities.  The scholarship application process is now open.
Keeping Current with State CGA Regulations

We consistently hear from members that the State Regulations section of ACGA’s website is an invaluable resource. This state-by-state information recently received a thorough review by the ACGA’s State Regulations committee. This comprehensive updating, performed by the committee on a recurring basis, is in addition to changes made throughout the year as we hear from our agents, state regulators, and other users of the site.

Case Study: Deferred Charitable Gift Annuity Funded with Cash

Giving cash in exchange for a Deferred Charitable Gift Annuity (“DCGA”) allows a donor to benefit charity, receive an income tax deduction, and enjoy a steady, lifetime stream of income beginning at a future date the donor designates.


James Smith, age 60, wants to make a gift to the local community foundation he has supported for many years, but is worried about having sufficient cash flow when he retires in 5 years at age 65.

2018 Conference Registration Now Open - Register Early and Save!
We are excited to announce that registration is now open for the 2018 conference to be held at the Sheraton Seattle Hotel, April 25-27, 2018.  We have an excellent program, with great speakers covering diverse topics over three session tracks and with an added breakout session for 2018.  Our tracks offer topics for those new to the planned giving profession, seasoned professionals, and business officers.

Registering early can help you save $50 on your registration fee, and as a member of the ACGA you will automatically save an additional $200 on each registration from your organization.  Memberships expired on 6/30/17; if you are not a current member of the ACGA and would like to save $200 on your conference registration,  click here to join or renew your membership.

Anyone registering before October 1st at our early bird rate will automatically be entered in our early registration prize drawing.

We hope to see you in Seattle.

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American Council on Gift Annuities

1260 Winchester Parkway SE, Suite 205
Smyrna, GA. 30080

Phone: (770) 874-3355
Fax: (770) 433-2907
Office Hours: 9AM - 5PM, ET