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ACGA 2016 Charitable Gift Annuity Survey

There is still time for you to take part in the most significant multi-year study on charitable gift annuities.  We have extended the deadline to March 31st.

The American Council on Gift Annuities (ACGA) is conducting its nationwide survey of charitable gift annuity programs. The results of this series of surveys, conducted in 1994, 1999, 2004, 2009 and 2013 have helped thousands of charities build, evaluate, and/or strengthen their gift annuity programs. The new survey report will be published on the ACGA website and sent to all ACGA Sponsors in April 2018. 

We need your help in reporting data on your current gift annuity activity. Your responses are extremely valuable to the ACGA in providing suggested annuity rates, and to charitable organizations in refining gift annuity policies and practices. We count on your participation to make this unique survey report comprehensive and useful.

ACGA is administering this survey online from September 15, 2016 to March 31, 2017. You can access the survey here.

Your participation is invaluable. While it will take time for you to complete the survey, we think you will find that the results will be worth the effort. It will be useful to have information about annuity activity from your most recent fiscal year handy as you begin the survey. You can access a PDF copy of the survey to prepare your answers prior to your online survey submission here:  You will also be able to exit and re-enter the survey if needed until you click "Done."

If you experience technical issues accessing this survey please email or call Alicia Gilbert at This email address is being protected from spambots. You need JavaScript enabled to view it. or (770) 874-3355. For all other inquiries, please contact Kristen Schultz Jaarda, Chair of the ACGA Research Committee at This email address is being protected from spambots. You need JavaScript enabled to view it.

A special thank you to BNY Mellon Wealth Management for serving as the sponsor of this survey.

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Kristen Schultz Jaarda, Chair, Research Committee
American Council on Gift Annuities