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.
More charities participated in the ACGA survey in 2017 compared with 2013 (409 charities in 2017 and 378 charities in 2013).
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.
NOTE: Orders for a hardcopy survey will also include an electronic copy via email. Please allow 7-10 business days for your hardcopy survey to arrive.