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

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A Word From the Chair - May 2015

Lapole LApril 6-8, 2016, is less than twelve months away.  These are the dates of the 32nd Conference of the American Council on Gift Annuities.  The ACGA Board has just concluded our “site visit” of the beautiful Hyatt Regency St. Louis at the Arch, and the entire Board is fully engaged with the Conference Committee, under the leadership of Cam Kelly, in the final planning for a great conference.  The details are elsewhere in this newsletter, and I encourage you to visit conference information on our website at  I look forward to seeing you in St. Louie, Louie!

The Communications Committee since November 2014, under the leadership of Cynthia Halverson, has diligently worked to produce a major white paper entitled, “Managing the Financial Liability of a Charitable Gift Annuity Program.”  The ACGA Board invited Frank Minton to work with the committee as the primary author of the paper.  Our intent is to provide charitable decision makers with a valid basis for best practices as they consider very important issues related to the responsible management of CGA programs.  The paper considers the issues of “self-insurance,” “re-insurance,” and the separation of the income from the gift portion of the “transaction.” The paper was published on April 24, 2015, and is available to all on the web site.  Additional information about the June 9, 2015, live webinar can be found on our website here.

The ACGA Board has approved the “Executive Leadership Institute” to offer specific training and support to the executive leaders and managers of charitable organizations.  Many times these professional leaders find themselves required to make program-directing decisions without the benefit of information, training, and in-depth interpretation of planned giving principals available to the profession as a whole.  In an effort to meet some of these needs and build a bridge between ACGA and organizational leaders, the “Executive Leadership Institute” will create white papers, webinar presentations, and a unique track at our biannual conference for Directors of Development, Vice Presidents of Development, Foundation CEOs, Chief Financial Officers, and Chief Business Officers, by whatever title they serve.

Please let us know of any way we can be of service to you and your charitable organization.



Lindsay Lapole
ACGA Chairman