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2009 Survey of Charitable Gift Annuities (electronic)

2009 Survey of Charitable Gift Annuities (electronic)

This is the fifth in a series of national gift annuity surveys conducted by the American Council on Gift Annuities (ACGA) over the last 16 years. 

The 2009 Gift Annuity Survey Report displays and analyzes the responses to 60 questions by 568 organizations, provided from September through December 2009. Many of the questions about gifts, annuitants, administration and investment were asked in the surveys conducted in 1994, 1999, and 2004. In addition to providing continuity, we asked many new questions in 2009. We wanted to know how charities managed financial risks during the Great Recession of 2008-09. We asked new questions about the ages of annuitants to understand how the demographics of an aging American population affect the policies and practices of charities issuing annuities. We increased the number of questions regarding state regulation of charitable gift annuities.