ACGA Publishes New Gift Annuity Rates

ACGA Publishes New Gift Annuity Rates

News story posted in Charitable Gift Annuity on 9 January 2009| 1 comments
audience: National Publication | last updated: 18 May 2011


The Board of Directors of the American Council on Gift Annuities (ACGA), at a called meeting on December 29, 2008, approved a recommendation from the Rates Committee to reduce the expected return assumption from 5.75% to 5.25%. A new rate schedule has been developed reflecting this change and is now available for annuities issued on February 1, 2009 through June 30, 2009.

Full Text:

Recommended rates have been lowered by .4% to .7% at each age with a maximum rate of 9.5% at ages 90 and above. The new rates will qualify for all immediate gift annuities at all ages for a CMFR of 2.4% or above. In the case of deferred gift annuities, there may be a few instances in which rates based on the ACGA's suggested schedule and methodology do not qualify when the CMFR is quite low. In those instances, the deferred rates would have to be reduced to qualify.

For all rate schedules, go to the ACGA's website at

Add comment

Login or register to post comments


Thanks for keeping on top of

Thanks for keeping on top of this.

Group details



This group offers an RSS feed.
7520 Rates:  July 3.4%  June 3.4%  May 3.2%

Already a member?

Learn, Share, Gain Insight, Connect, Advance

Join Today For Free!

Join the PGDC community and…

  • Learn through thousands of pages of content, newsletters and forums
  • Share by commenting on and rating content, answering questions in the forums, and writing
  • Gain insight into other disciplines in the field
  • Connect – Interact – Grow
  • Opt-in to Include your profile in our searchable national directory. By default, your identity is protected

…Market yourself to a growing industry