Serving the Philanthropic Community Since 1927

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

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A Word from the Chair - June 2014

What a Conference we had!  Over 600 attendees from across the U.S. and several foreign countries gathered at the beautiful Baltimore Marriott Waterfront for the 31st Conference of the American Council on Gift Annuities.  Over sixty-five presenters, speakers, sponsors and exhibitors joined together for three days to celebrate and present the best and most creative ideas available to promote responsible philanthropy.  We hope that everyone went home with a meaningful course charted for your planned giving program and the donors you serve.

On to St. Louie, Louie!!!  The Hyatt Regency at the Arch in St. Louis, MO will serve as our next conference site on April 6-8, 2016. The Committee has been appointed under the leadership of Cam Kelly.  Many new and exciting plans are already underway, so mark your calendars and plan to be with us.

We are thrilled by the overwhelming response to our call for State Agents to monitor legislative and regulatory issues in each state.  This is crucial to the work of the State Regulations Committee.  The earlier we can become involved in the legislative and regulatory process when changes and modifications are being considered, the better our opportunity to influence appropriate consumer protection.  In this newsletter, there is an opportunity for you to become involved as a State Agent for your state.  Look for your opportunity to join the posse.

Finally, remember that promoting responsible philanthropy is only a phrase until you and your associates put the principles and best practices to work in your program.  All that ACGA does is to build the framework for you to be successful and responsible in dealing with the “publics” you serve.  Do let me know of any additional ways we can help you in the future.

Lindsay Lapole
President and Chairman of the Board