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Gift Annuities After the Great Recession: The 2013 ACGA Survey of Gift Annuities

Five years after the start of the Great Recession, what has been the experience of charities issuing gift annuities?

The Report and Comments on the American Council on Gift Annuities 2013 Survey of Gift Annuities displays and analyzes the responses from 378 charitable organizations, provided in October and November of 2013. Many of the questions about gifts, annuitants, administration and investment were asked in the ACGA surveys conducted in 1994, 1999, 2004, and 2009, providing data on 20 years of continuities as well as changes.

The Report may be downloaded without charge by clicking here.

Unlike other life-income gifts such as charitable remainder trusts and pooled income funds, gift annuity data is not collected by the Internal Revenue Service. The surveys conducted by ACGA are the best source of information about gift annuity policies, practices, continuities, and new trends.

ACGA is a nonprofit charity, founded in 1927, that depends upon the support of its sponsoring organizations. For sponsorship information please click here.

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