Serving the Philanthropic Community Since 1927

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

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Reaching New Heights in Gift Planning

The theme for the 33rd Conference on Gift Annuities, Reaching New Heights in Gift Planning paid homage to our host city and set forth an aspiration for each attendee. Nearly 500 gift planners gathered at the Seattle Sheraton for three days of education and networking on April 25-27.  Five of the attendees received Terry Simmons Scholarships, which covered their conference registration.  

The Conference featured a stellar program of speakers and topics which helped attendees reach new heights in the important work they do for our nation’s non-profit organizations.  Keynote speakers Pete Sommerfeld and Dr. Tomasz Beer of the Oregon Health Sciences University showed how big fundraising ideas can be implemented to make real, positive impact on people’s lives.  

Big news was announced at the traditional Rates Luncheon as Rates Committee Chair Dave Ely announced the first increase in ACGA maximum suggested rates in over 6 years.  At that luncheon, ACGA Lead Co-Chair, Laurie Valentine, provided a comprehensive update on the varied work and accomplishments of the ACGA.

The closing plenary breakfast was highlighted by Robert Sharpe’s analysis of the near-term future of gift planning under the recently enacted tax act.  He provided many options for gift planners to use to assists benefactors make significant gifts.

The 34thConference on Gift Annuities will be held Monday-Wednesday April 20 – 22, 2020 in Atlanta.  Please save the dates!

Check out some of our photos from Seattle!