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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, 2006

Approved by the American Council on Gift Annuities on April 5, 2006
Information last updated October 23, 2006

IMMEDIATE GIFT ANNUITY RATES WILL NOT CHANGE

Immediate gift annuity rates remain the same, but the compounding rate for deferred gift annuities will change.

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. With reference to deferred gift annuities, the Committee recommended that the compound interest rate during the deferral period be increased from 5.0 percent to 5.25 percent. At its recent meeting, the ACGA board approved these recommendations.

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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