Serving the Philanthropic Community Since 1927

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

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Join the ACGA for the 34th Gift Planning Conference
We are Going to Atlanta!

Rates Update - Breaking News

The full paper on the new ACGA rates is now available in electronic format free of charge to ACGA members. The report can be found on our website here.  If you missed the webinar on 6/14/18, ACGA members can login and view the webinar presentation on our website here.

How to Join or Support the ACGA

The ACGA relies on the support of the charitable community and indivuals to carry out our mission of promoting responsibile philanthropy.  The ACGA actively promotes responsible philanthropy through actuarially sound, suggested maximum charitable gift annuity rates, quality training opportunities and the advocacy of appropriate consumer protection. 

Ways you can support ACGA:

Current IRS Discount Rates

Month Rate
July 2018 3.4%
June 2018 3.4%
May2018 3.2%

The IRS has released the Applicable Federal Rate for the current month. Each month the Service surveys hundreds of interest rates for various financial instruments and publishes the rate that is applicable for charitable deduction calculations. Click here to view historic AFRs.

ACGA's Statement Regarding the House’s Tax Reform Bill

ACGA requests that the House’s tax reform bill:

  1. Make permanent the IRA/charitable rollover for direct transfers to public charities (expiring this year).
  2. Expand the IRA/charitable rollover to allow a rollover for charitable life-income plans for donors.
  3. Provide an option for donors to make charitable contributions by April 15 and elect to deduct them on the prior year’s income tax return (due by April 15 in the year that the election is made).
  4. For all new charitable remainder unitrusts and annuity trusts, decrease the minimum annual payment to three percent.

Click here to read the full statement.