How to Expand Your Gift Annuity Program: Insights from the 2017 Survey of Charitable Gift Annuities (Panel Discussion)
Learn the success secrets of charities with expanding charitable gift annuity programs. Discover how marketing gift annuities can impact your results. Hear insights from three expert panelists on gift annuity trends and best practices.
This report on the 2017 Survey of Charitable Gift Annuities displays and analyzes the responses from 409 charitable organizations provided from September 2016 through April 2017. Many of the questions about gifts, annuitants, administration, and investment were also asked in the ACGA surveys conducted in 1994, 1999, 2004, 2009, and 2013, providing the charitable community with data on over 20 years of continuities as well as changes. Results were reported at the ACGA Conference in April 2018 and provided to ACGA members soon thereafter.
Unlike with other planned gifts such as charitable remainder trusts and pooled income funds, gift annuity data are not collected by the Internal Revenue Service. There is no central repository for gift annuity data gathered by the states, which regulate charitable annuities. The gift annuity surveys conducted by ACGA are the best source of information about charitable gift annuity policies, practices, and trends.
The 2017 Survey of Charitable Gift Annuities is the foundation for the next expanded survey on best practices for successful gift annuity programs to be released in April 2020. This overview of the results from the 2017 Survey of Charitable Gift Annuities will provide you with the knowledge to take your charitable gift annuity program to the next level.
All participants will receive an electronic copy of the 2017 Survey of Charitable Gift Annuities.
|Event Start Date||11-01-2019 12:00 pm ET|
|Event End Date||11-01-2019 1:00 pm ET|
|Registration Start Date||09-20-2019 10:00 am ET|
|Cut off date||11-01-2019 1:00 pm ET|
|Individual Price||ACGA Members: $50 / ACGA Non-members: $75 (Per site. You can invite as many people as you want to attend with you.)|
Kristen Jaarda, J.D., LL.M.
Executive Vice President
Crescendo Interactive, Inc
Bryan K. Clontz, Ph.D., CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP
Charitable Solutions, LLC
Russell James, J.D., Ph.D., CFP®
Department of Personal Financial Planning
Texas Tech University
Crystal Thompkins, CAP®, CSPG
National Director, Gift Planning Services