Suggested Maximum Gift Annuity Rates, Quality Training Opportunties, and Consumer Protection Advocacy

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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, 2004

Approved by the American Council on Gift Annuities on May 5, 2004

Note: July 1, 2003, July 1, 2004, July 1, 2005, July 1, 2006 & July 1, 2007 - Immediate gift annuity rates are the same.  Please check the Assumptions & Comments page for further information about deferred payment gift annuities.

Click here to download a copy of the rates report.

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