The ACGA Research Committee has been busy working on the 2018 Survey of Charitable Gift Annuities Report. The gift annuity surveys conducted by ACGA are the best source of information about charitable gift annuity policies, practices and trends.
ACGA emailed the 2017 Gift Annuity Survey to ACGA members and contacts beginning in September of 2016. It was made available through a web link on the ACGA website and marketed in the ACGA newsletter. ACGA also sent a hard copy mailing to organizations that did not respond to the initial email request.
More charities participated in the ACGA Survey in 2017 compared with 2013. Many of the questions about gifts, annuitants, administration and investment were asked in the ACGA surveys conducted in 1994, 1999, 2004, 2009, and 2013. As a result, the 2018 report will review data over 20 years of continuities as well as changes.
Texas Tech researcher and author Russell James is a member of the Research Committee and has completed the initial data analysis for this report. The Committee is presently reviewing drafts. Full results will be reported at the ACGA Conference in April 2018 and provided to ACGA members soon thereafter. The Committee wishes to thank BNY Mellon for sponsoring the 2018 Survey of Charitable Gift Annuities Report.