Serving the Philanthropic Community Since 1927
Suggested Maximum Gift Annuity Rates, Quality Training Opportunities, and Consumer Protection Advocacy
ACGA In Touch
A Word from the Chair
Even if you didn’t have the opportunity to attend the 33 rd ACGA Conference in Seattle in late April, you have probably heard the news that the Board of Directors, at its semi-annual meeting, approved an increase in the suggested maximum rates currently in effect.  The new rate schedule was published on May 15, 2018 and is effective on July 1, 2018.  The new schedule replaces the current rate schedule which was published on January 1, 2012.  
ACGA Member Spotlight
“I am incredibly grateful for the encouragement from colleagues to join the American Council of Gift Annuities! Our organization has offered charitable gift annuities for over 10 years and has always followed the ACGA rates. Several colleagues mentioned the invaluable experience and knowledge gained as an ACGA member, which I can now echo, and it is an incredible value given the moderate cost of membership. It was definitely a worth-while investment of our department resources.

As a new member, this year was my first year attending the ACGA Conference. It was very well organized with great depth to each session. Everyone from beginners to seasoned fundraisers could learn something new at this conference. ACGA has provided a great forum to meet, network, and learn about best practices in the charitable giving world.” -- Amanda Kiernan Martin, JD, Planned Giving Director, Episcopal Diocese of California.
Recent Changes to the ACGA Board
The following members of the ACGA Board retired from Board service in 2018:
  • Dan T. Garrett, AEP®, CFP®, HDP® (2005 – 2018)
  • Susan Gutchess (2000 – 2018)
  • Edith E. Matulka, J.D. (2009 – 2018)
  • Peter A. Witherell (2012 – 2018)

We thank each of them for their many years of hard work and commitment to the ACGA.

On April 24, 2018, the ACGA Board of Directors unanimously elected Bill Laskin, Jeff Hesseltine, and Phil Purcell to serve in the Class of 2021. 

Reaching New Heights in Gift Planning
The theme for the 33 rd Conference on Gift Annuities, Reaching New Heights in Gift Planning paid homage to our host city and set forth an aspiration for each attendee. Nearly 500 gift planners gathered at the Seattle Sheraton for three days of education and networking on April 25-27.   Five of the attendees received Terry Simmons Scholarships , which covered their conference registration. 
33rd Conference Photos

Were you there?

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Membership Renewal Reminder
Your membership is critical to advancing the ACGA’s mission of promoting responsible philanthropy—we hope you will take the opportunity to renew as we begin our year starting July 1, 2018 through June 30, 2019.

The ACGA’s work benefits donors as well as the charities that they support. Your ACGA membership allows our volunteer board to continue the essential work we’ve been doing for 90 years.

Your membership will allow you to enjoy discounts, which are listed on the ACGA’s website , and have the opportunity to connect and collaborate with colleagues and allied professionals in the field.

We hope you will take advantage of these exclusive member benefits for 2018!

  • Online Directory Listing with website link
  • Electronic Rates Report and Brochures
  • Discounted Purchase Price on Printed Rates Brochures
  • Electronic ACGA Survey Reports
  • State Regulation Information
  • Online educational resources and much more!
  • To view a full list of ACGA member benefits, click here.
New Gift Annuity Survey Highlights Best Practices, Sheds Light on Rapidly Growing Programs
ACGA released data from its latest survey, the 2017 Survey of Charitable Gift Annuities, at its April conference.  The report analyzed the responses of 409 charitable organizations to questions about gifts, annuitants, administration and other topics.  ACGA conducted the last gift annuity survey in 2013. 

Here are a few highlights on charitable gift annuity policies, practices and trends from the 2017 survey:
ACGA Suggested Maximum Rates: Moving Higher
A Webinar for ACGA & CGP Members only...

Join the National Association of Charitable Gift Planners (CGP) and the American Council on Gift Annuities (ACGA) for this free members-only webinar June 14th. The ACGA is the nation’s only 501(c)(3) non-profit organization dedicated to suggesting actuarially sound maximum charitable gift annuity rates. What goes into the ACGA’s suggested maximum rates? Why are the suggested maximum rates increasing? What are the implications for donors and charities?

In this webinar, Dave Ely, the Chair of the ACGA’s Rates Committee, will address these questions and more. Register early as space is limited.

Join us for this webinar on:
Thursday, June 14, 2018
11:00AM - 12:00PM ET

Free to ACGA & CGP Members
Space is limited so register early to save your spot.
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