American Council on Gift Annuities

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.

Please login or register with the website to view and download a free electronic copy of the rates reports in PDF format.  While we provide free copies of the rates reports to registered users for download, we encourage you to help support ACGA through a sponsorship if you have not already done so.

The electronic copy of the rates brochure is available to ACGA sponsors only.  Please login or sign up as a sponsor to view and download a free electronic copy of the rates brochures in PDF format.

If you prefer to have copies printed and mailed to you, click here to order 25 copies of the most recent suggested gift annuity rates for $20.00.

(Updated 5/6/2010)
This significant report is the fourth in a series of national surveys conducted by ACGA over the last 16 years.  The ACGA Gift Annuity Surveys are the best source of information about charitable gift annuity policies, practices, and trends. Unlike other planned gifts such as charitable remainder trusts and pooled income funds, gift annuity data is not collected by the Internal Revenue Service.

Please login or register with the website to view and download a free electronic copy of the survey in PDF format.

ACGA is pleased to present the results of a comprehensive national survey on charitable gift planning among U.S. charities. This report contains a detailed statistical analysis of responses from representatives of charitable organizations to a survey administered by ACGA in late 2007 and early 2008.

Please login or register with the website to view and download a free electronic copy of the survey in PDF format.

More than 800 organizations took part in this national survey in 2004. ACGA's survey reports help charities evaluate their gift annuity programs and establish policies with regard to their programs. The reports also provide supporting evidence to some charities as they explore the possibility of starting new programs.

Please login or register with the website to view and download a free electronic copy of the survey in PDF format.

Please login or register with the website to view and download a free electronic copy of the survey in PDF format.

Please login or register with the website to view and download a free electronic copy of the survey in PDF format.

The electronic copy of the conference proceedings and papers are available to ACGA sponsors only.  Please login or sign up as a sponsor to view and download these items in PDF format.