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Simmons Endowment Fund

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The Terry L. Simmons Philanthropic Endowment Fund will provide scholarships to worthy individuals who would otherwise be unable to attend the Conference on Gift Annuities.

 

Suggested Maximum Rate Schedules Effective July 1, 2007

Approved by the American Council on Gift Annuities on April 2, 2007
Information last updated April 16, 2008

IMMEDIATE AND DEFERRED GIFT ANNUITY RATES WILL REMAIN THE SAME

Having conducted its annual review, the ACGA Rates Committee recommended that current gift annuity rates for immediate gift annuities, which became effective on July 1, 2003, remain in effect for another year. In addition, the deferred gift annuity rates which became effective on July 1, 2006 will also remain the same for another year. At its April 2, 2007, 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.

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