Conference


Join us April 20 - 26, 2022, 11:00 am ET - 2:30 pm ET each day! Spend 5 days learning from and engaging with expert presenters and fellow attendees. Live and recorded sessions will be available to suit your schedule, including a selection of webinars that complement our ongoing webinar series. The conference continues its long-standing tradition of providing programming across a wide variety of gift planning topics, from different gift strategies to donor stewardship and, of course, charitable gift annuities. Regardless of your organizational role or years of experience, there are sessions that will expand your gift planning expertise – all while making yourself at home! The ACGA seeks to offer education in three areas at its biennial conference: Introductory education for new planned giving officers. Continuing education for experienced planned giving officers. Administration, practical considerations, and technical guidance for gift annuity programs. Providing this information for a charity’s treasury, finance, and business officers is a hallmark of the ACGA conference. Education in all three areas is not restricted to charitable gift annuities. Our Conference Committee solicits the highest quality speakers from across the country to make presentations concerning marketing, program management, donor relations, gift planning technical issues, prospect research, and the financial, investment, and legal considerations of gift planning programs. Complete your registration by 6/30/22 for access until 7/19/22! Register Now
	Exhibitor Showcase If you are interested in exhibit booth opportunities, click here for more information. Information about our partner opportunities can be viewed on our Partners page here.
	Conference Schedule, Speakers & Sessions View our schedule and list of conference speakers and sessions here.
	Conference Registration Conference registration is now open and you can register here. Make sure your membership is current to take advantage of the member conference registration discount! Member: $499 Nonmember: $549
	Conference Articles These articles contain information on the latest conference news and events including some of our sessions and speakers.
	Terry Simmons Scholarship Applications The ACGA has established an endowment fund to assist promising gift planners with their professional development. The Terry L. Simmons Philanthropic Endowment Fund provides scholarships to worthy individuals who would otherwise be unable to attend the conference. The scholarship application is now open and applications are due by March 18, 2022. The winners will be notified by March 31, 2022, and announced in our March 2022 newsletter. Click here to submit your application.

Announcements

New Charitable Planning Opportunities with Retirement Plans

On December 29 President Biden signed the Consolidated Appropriations Act of 2023 (“Act”). Contained in the provisions of the Act is the new Secure Act 2.0, which addresses many issues related to retirement planning. For example, starting in 2023 the Act raises the age for required minimum distributions (RMDs) to age 73 for individuals born between 1951 and 1959 and age 75 for those born in 1960 or later. The Act also creates two new important charitable planning opportunities. Click here to read more.

JANUARY UPDATE: ACGA Report on Progress in Resolving Gift Annuity Rate Challenges in New York State

As of January 5th, the New York Department of Financial Services have posted their maximum allowed rates for Charitable Gift Annuities. NY is using a return assumption of 5%. As the new ACGA rates use an assumption of 4.25%, the newly released ACGA rates are lower than the maximum rates allowed by NY. This means charities in NY, and those registered in NY, can continue to use the suggested maximum ACGA rates for single and joint CGA gifts and remain in compliance with NY regulations. The ACGA continues to work directly with NY to update the statutes to avoid this conflict in the future.

The ACGA continues its work with regulators in New York State regarding maximum allowable charitable gift annuity payout rates. For more information on the background and the solution we are working on with the New York Department of Financial Services, please click here to read more.

Upcoming Events

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Conference

Register Now

Exhibitor Showcase

Conference Schedule, Speakers & Sessions

Conference Registration

Conference Articles

Terry Simmons Scholarship Applications

Announcements

New Charitable Planning Opportunities with Retirement Plans

JANUARY UPDATE: ACGA Report on Progress in Resolving Gift Annuity Rate Challenges in New York State

Upcoming Events

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Our Partners

American Council on Gift Annuities