May 5, 2021 – American Council on Gift Annuities: Background and Rate Setting

May 5, 2021 @ 12:00 pm – 1:15 pm
Dale Abrams

American Council on Gift Annuities: Background and Rate Setting

May 5, 2021

Bill Laskin and David G. Ely

Does your organization offer…or want to offer…Charitable Gift Annuities (CGAs)? Ever wonder how those CGA payout rates are determined?  Join us on May 5th to learn about The American Council on Gift Annuities (ACGA) and its rate setting process.

Founded in 1927 for the purpose of providing educational and other services to American charities regarding gift annuities and other forms of planned gifts, today ACGA is the premier resource for charitable gift annuity program success. Its mission is: “…to foster the success of charitable gift annuity programs at charities nationwide through the promulgation of suggested maximum gift annuity rates, education, research, monitoring state regulations, advocacy, and other activities that promote good gifts for nonprofits and their donors.”

ACGA’s Board of Directors is comprised of some of the most knowledgeable, accomplished and highly-regarded professionals in the planned giving field. Our co-presenters are two members of the ACGA Board: Bill Laskin, VP of Product Management at PG Calc; and David G. Ely, CFA, Portfolio Manager @ Brown Advisory and ACGA Board’s VP, Rates and Regulation.

It’s important to note that our organization has a special connection to ACGA with two of our members also on its Board of Directors:  Ed Cable, Director of Gift Planning at Dennison University; and Joe Bull, Principal at Philanthropy Advisory Counsel, ACGA’s President-elect. Joe is a Past President of Charitable Gift Planners of Central Ohio and a frequent speaker at our monthly luncheons.

RSVP Deadline is Noon on Friday, April 30

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