Charitable Gift Annuity

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The first modern gift annuity contract committed Yale to making fixed payments for the unknowable length of a person's life. Attorney Peter Augustus Jay adapted complex ideas drawn from his experience with life insurance, pensions, and banking for charitable...

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11 Aug 2014 | Charitable Gift Annuity | National Publication, Ron Brown | Article | 1 comments
Part 1 of a Series

America fell in love with gift annuities in the 1920s. In their enthusiasm for receiving gifts in exchange for fixed, lifetime payments, too many charities committed avoidable errors. George Huggins proposed a solution based on actuarial science. Over ten...

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Ten Commercial Immediate Annuity Applications in Gift Planning: A Case Study Approach

Following Part I of Immediate Annuities and Gift Planning, 10 case studies are presented below to illustrate how immediate annuities can provide solutions in unique charitable...

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Part 2: Gift Annuities on the Brink

Part 1 of this series tells of an emergency Conference on Annuities convened on April 29, 1927 to address a looming crisis: too many charitable organizations...

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Part 3.1: A Gift Annuity Campaign Catches Fire - Introduction

Philanthropic planners owe a tremendous debt to the American Bible Society, which captured the attention of the country with its gift annuity campaign in the 1920s, raising millions of dollars for its mission and inspiring many other charities to start life-income...

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Part 4 of Calculating Gifts: George A. Huggins and the Conferences on Annuities, 1927-1959
Contributing author Ron Brown continues with part 4 of his exploration of the history of gift annuities.
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George A. Huggins and the Conference on Annuities, 1927-1959
Ron Brown continues his in depth exploration of Gift Annuity history discussing the abuses in the American life insurance industry, regulatory reforms by New York State, and how today's design of planned gift programs was shaped by public policy...
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George A. Huggins and the Conference on Annuities, 1927-1959

Ron Brown discovers surprising historical relationships among life insurance, pensions, and gift annuities in his latest essay. Why did gift annuity contracts aim to provide 70% for charitable services, and just 30% to finance life annuity payments?

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The American Council on Gift Annuities has announced new suggested annuity rates for immediate and deferred payment charitable gift annuities that are effective July 1, 2001. The new rates have been reduced for most ages.
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On September 19, 2002, the PGDC reported and commented on the North American Securities Administrators Association's (NASAA) Top 10 List of Investment Scams. Unfortunately, charitable gift annuities were included on that list. Now, the American Council on Gift...
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Frank Minton, Chair of the Gift Annuity Rates Committee of the American Council on Gift Annuities has announced that at its regular spring meeting on May 12, 2003, the Board of the American Council on Gift Annuities approved a reduction in the recommended maximum gift...
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The American Council on Gift Annuities has published its suggested charitable gift annuity rates that will be effective July 1, 2003, along with an explanation of the changes.
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At its meeting on May 5, 2004 in Orlando, immediately prior to the ACGA conference, the ACGA board approved the recommendation of the Gift Annuity Rates Committee to continue the current gift annuity rates for another year. Unless unforeseen circumstances should...
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The American Council on Gift Annuities (ACGA) conducts a survey every five years to learn the state of charitable gift annuity programs in the United States. The 2009 survey is particularly important. Charities rely on the survey results for evaluating their gift...
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3 May 2010 | Charitable Gift Annuity | National Publication | News story | 3 comments
The American Council on Gift Annuities board of directors held its semi-annual meeting on April 28, 2010. At the meeting the Rates Committee recommended a new schedule of gift annuity rates effective July 1, 2010.
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The Board of Directors of the American Council on Gift Annuities has approved a new schedule of suggested maximum gift annuity rates for gifts established on or after July 1, 2011.

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Artist John Trumbull offered to give his best paintings of the American Revolution to Yale in exchange for "a competent annuity for life." Gift planner Benjamin Silliman devoted 18 months to making this proposed gift a reality. His first challenge was securing...

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18 May 2009 | Charitable Gift Annuity | National Publication | News story | 5 comments
The Wall Street Journal continues to report on the collapse of the National Heritage Foundation and its effect on its gift annuity donors. The message is donors and their advisers should scrutinize the financial strength of issuing organizations just as they would any...
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Define: Charitable Gift Annuity

A charitable gift annuity is described generally as a transaction in which an individual transfers cash or property to a charitable organization in exchange for the charity's promise to make fixed annuity payments to one or two life annuitants.

Recent activity

Immediate Annuities and Gift Planning - Part One

Calculating Gifts: George A. Huggins and the Conferences on Annuities, 1927-1959

Case Study: Utilizing Gift Annuities to Help Older Donors Provide for Future Needs

ACGA Issues New Suggested Gift Annuity Rates

National Heritage Foundation Files for Bankruptcy: Gift Annuitants Among Largest Creditors

ACGA and PPP Respond to WSJ Article Re: Gift Annuities

Heard on the Web: Donors Find Gift Annuities Can Stop Giving