Suggested Maximum Rate Schedules Effective July 1, 2008
Approved by the American Council on Gift Annuities on April 2, 2008
Information last updated January 7, 2009
IMMEDIATE AND DEFERRED GIFT ANNUITY RATES ARE LOWERED
Having conducted its annual review, the ACGA Rates Committee recommended a new, lower schedule of gift annuity rates for immediate gift annuities, effective on July 1, 2008. In addition, the deferred gift annuity rates which became effective on July 1, 2006 will also be lower. At its April 2, 2008, meeting the ACGA board approved these recommendations.
The ACGA Rates Committee has prepared this report to explain the reasoning used in establishing suggested charitable gift annuity rates. Detail in this report goes beyond the assumptions used in arriving at the rates. The report provides historical background, statistical information, rationale behind the assumptions and more.
Click here to download a copy of the rates report.