Serving the Philanthropic Community Since 1927

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

fb li tw

 

Membership Renewal

Memberships expired 6/30/18.  If you have not renewed already, login and then click here.

Login

Suggested Maximum Rates Reports, Tables and Brochures

The ACGA Rates Committee prepares full reports to explain the reasoning used in establishing suggested charitable gift annuity rates. Detail in this report goes beyond the assumptions used in arriving at the rates. The report provides historical background, statistical information, rationale behind the assumptions and more.

Electronic copies of brochures, full reports and rates tables are included as part of ACGA member benefits.

Historic rates tables are avalable for download by anyone with a "free registered user" account.   You must be logged in to download the rates table PDF files below.

Consider joining the ACGA to gain access to all available case studies, presentations, rates reports, surveys, white papers, and videos.

Item Members Only Non Members/Public Access
Rates tables only (on website) X (download below) X (download below)
Electronic Rates Report (effective July 1, 2018) X (download below) Purchase Only - $75
Electronic Rates Brochures (25) X (download below) Purchase Only - $30
Printed Rates Brochures (25) Purchase Only - $25 Purchase Only - $45

 

Electronic files for download:
Download this file (ACGA_2018RatesBrochure_051518.pdf)2018 Rates Brochure Effective 7/1/18[Members Only][ ]2455 kB
Download this file (2018ACGAReport_061518.pdf)Suggested Maximum Rates Effective 07/01/18 - Full Report[Members Only][ ]1308 kB
Download this file (ACGA_2012RatesBrochure_110716.pdf)Suggested Maximum Rates Tables Effective 01/01/12[Public][00]470 kB
Download this file (ACGA_Rates_2012-0101_042417Update-Report.pdf)Suggested Maximum Rates Effective 01/01/12 - Full Report (2017 Update)[Members Only (Current report)][01]336 kB
Download this file (ACGA_Rates_2011-0701_2011-1231-Report.pdf)Suggested Maximum Rates Effective 07/01/11 - Full Report[Members Only][02]203 kB
Download this file (ACGA_Rates_2011-0701_2011-1231-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/11[Public][02a]457 kB
Download this file (ACGA_Rates_2010-0701_2011-0630-Report.pdf)Suggested Maximum Rates Effective 07/01/10 - Full Report[Members Only][03]208 kB
Download this file (ACGA_Rates_2010-0701_2011-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/10[Public][03a]57 kB
Download this file (ACGA_Rates_2009-0201_2010-0630-Report.pdf)Suggested Maximum Rates Effective 02/01/09 - Full Report[Members Only][04]250 kB
Download this file (ACGA_Rates_2009-0201_2010-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 02/01/09[Public][04a]51 kB
Download this file (ACGA_Rates_2008-0701_2009-0131-Report.pdf)Suggested Maximum Rates Effective 07/01/08 - Full Report[Members Only][05]257 kB
Download this file (ACGA_Rates_2008-0701_2009-0131-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/08[Public][05a]58 kB
Download this file (ACGA_Rates_2007-0701_2008-0630-Report.pdf)Suggested Maximum Rates Effective 07/01/07 - Full Report[Members Only][06]236 kB
Download this file (ACGA_Rates_2007-0701_2008-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/07[Public][06a]61 kB
Download this file (ACGA_Rates_2006-0701_2007-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/06[Public][07a]189 kB
Download this file (ACGA_Rates_2005-0701_2006-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/05[Public][08a]52 kB
Download this file (ACGA_Rates_2004-0701_2005-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/04[Public][09a]72 kB
Download this file (ACGA_Rates_2003-0701_2004-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/03[Public][10a]57 kB
Download this file (ACGA_Rates_2003-0101_2003-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 01/01/03[Public][11a]79 kB
Download this file (ACGA_Rates_2002-0701_2002-1231-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/02[Public][12a]73 kB
Download this file (ACGA_Rates_2001-0701_2002-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/01[Public][13a]159 kB
Download this file (ACGA_Rates_1999-0701_2001-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/99[Public][14a]80 kB
Download this file (ACGA_Rates_1998-0701_1999-0630-Report.pdf)Suggested Maximum Rates Effective 07/01/98 - Full Report[Members Only][15]3489 kB
Download this file (ACGA_Rates_1998-0701_1999-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/98[Public][15a]452 kB
Download this file (ACGA_Rates_1997-0701-1998-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 07/01/97[Public][17a]395 kB
Download this file (ACGA_Rates_1997-0301_1998-0630-Tables.pdf)Suggested Maximum Rates Tables Effective 03/01/97[Public][18a]1304 kB