Charitable Gift Annuity

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20 May 2009 | Charitable Gift Annuity | National Publication | News story | 2 comments
The Partnership for Philanthropic Planning and American Council on Gift Annuities have released statements taking strong issue with a May 12 article from the Wall Street Journal entitled
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...

In these tumultuous economic times, no gift vehicle has come under greater investment pressure than the charitable gift annuity. In this exclusive article, PGDC contributing author Bryan K. Clontz, CFP discusses 10 creative applications of how commercial reinsurance...

4 Feb 2009 | Charitable Gift Annuity | National Publication | News story | 14 comments

On January 24, 2009, the National Heritage Foundation filed for Chapter 11 bankruptcy in federal court citing a $6.2 million court judgment in connection with a charitable split-dollar life insurance case as its largest single outstanding debt and numerous...

9 Jan 2009 | Charitable Gift Annuity | National Publication | News story | 1 comments
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...
According to an online report by the Chronicle on Philanthropy, the American Council on Gift Annuities on December 29th voted to urge charities that issue charitable gift annuities to lower both the annuity rates they pay annuitants and the amount of interest that...
Writing on behalf of the American Council on Gift Annuities, Lindsay Lapole and Frank Minton have announced the State of New York has issued new reserve requirements for charities that issue charitable gift annuities in New York.
At its April 2, 2008 meeting, the ACGA Rates Committee has recommended and the ACGA board approved a new, lower schedule of gift annuity rates for immediate gift annuities, effective on July 1, 2008. In addition, the deferred gift annuity rates which became effective...

What exactly is charitable gift annuity reinsurance? Who better to answer this question than charitable gift annuity risk management specialist and PGDC Editorial Board member Bryan K. Clontz? In this article, Bryan answers this and nine other follow-up questions...

California Governor Arnold Schwarzenegger recently signed legislation to amend the provision in the California Insurance Code which restricts the asset classes in which California gift annuity reserves may be invested. In this article, Los Angeles attorney David...
2 Jun 2004 | Charitable Gift Annuity | National Publication | Article | 3 comments
One of the most significant differences between a charitable gift annuity and a charitable remainder trust is the obligation to make gift annuity payments is a general obligation of the issuing charity whereas the obligation to make payments from a CRT is limited to...
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...
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.
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...
At a special meeting on October 16, 2002, the Board of the American Council on Gift Annuities approved a reduction in suggested gift annuity rates, effective January 1, 2003.
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...
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.
Anyone who knows Frank Minton knows he is not common. His dedication to the field of planned giving, and distinguished service to NCPG and other organizations places him at the pinnacle of the industry. And as current chair of the American Council on Gift Annuities'...

Helen Green is 75 years old. Within her investment portfolio she owns tax-exempt bonds with a current fair market value of $100,000. The bonds are currently yielding only 4.5%. Mrs. Green is in the 31% income tax bracket.


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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

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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