News

News

Recent postings highlighting educational opportunities, state regulation, rate changes, and relevant information for planned giving professionals and donors. 
1 Applications Using AI to Significantly Grow the Number of Charitable Gift Annuities at Your Organization are Arriving at the Right Moment 05/18/2026 Paul Caspersen, CFP®, MS, CAP®, AEP®
2 2025 CGA Survey Report 05/11/2026 ACGA Research Committee
3 A Word From the President – May 2026 04/22/2026 Phil Purcell, MPA/JD - ACGA President
4 What motivates CGA donors? A new survey aims to find out 03/09/2026 ACGA
5 A Word From the President – March 2026 03/09/2026 Phil Purcell, MPA/JD - ACGA President
6 A Word from the President – December 2025 12/04/2025 Phil Purcell, MPA/JD - ACGA President
7 September 2025 Market Watch and ACGA Suggested Rates 09/17/2025 Christopher Long, ACGA Director, Managing Director Silvercrest Asset Management Group LLC
8 Recent Tax Legislation Results in Major Changes in Income Tax Charitable Deduction Rules 09/10/2025 Larry Katzenstein and Renee Kurdzos, ACGA Board Members
9 A Word from the President – September 2025 09/08/2025 Phil Purcell, MPA/JD - ACGA President
10 ACGA Special Announcement - NY Rates Announced for ACGA Members 07/20/2025 Dave G. Ely, CFA - ACGA VP, Rates & Regulations
11 Quadrennial Survey Update 05/07/2025 ACGA
12 A Word from the President - May 2025 05/06/2025 Phil Purcell, MPA/JD - ACGA President
13 Market Watch and ACGA Suggested Rates 03/03/2025 Christopher Long, ACGA Director, Managing Director Silvercrest Asset Management Group LLC
14 New York Suggested Maximum Rates Increase – What You Should Know 03/03/2025 Dave G. Ely, CFA - ACGA VP, Rates & Regulations
15 Remembering Lindsay L. Lapole III 03/03/2025 Alanna Mejia
16 A Word from the President - March 2025 03/03/2025 Phil Purcell, MPA/JD - ACGA President
17 A Word from the President - November 2024 11/15/2024 Phil Purcell, MPA/JD
18 ACGA Recommended Rates Remain Unchanged 11/13/2024 ACGA
19 Member Spotlight: Western Michigan University 11/13/2024 Pamela D. Leonard, CFRE
20 ACGA Economic and Market Update 08/08/2024 Chris Long and Bryan Taylor, ACGA Board Members
21 A Word from the President - June 2024 05/22/2024 Joseph O. Bull, JD
22 CGAs and CFOs – Accounting for CGAs 05/14/2024 Andrew Fussner, American Heart Association
23 Don’t ‘Set It and Forget It’: Annual Charitable Gift Annuity Program Document Maintenance 02/12/2024 Pamela D. Leonard, CFRE
24 SECURE ACT 2.0: Closing Gifts With IRA QCDs 02/12/2024 Alexandra P. Brovey, JD, LLM
25 ACGA Report on Progress in Resolving Gift Annuity Rate Challenges in New York State 01/31/2024 ACGA Rates & Regulations Committee
26 Case Study: Charitable Gift Annuity Funded for Spouse with a QCD 01/08/2024 Jeff Mueller, Charitable Estate Planning Advisor, American Heart Association
27 IRA QCDs in New York 03/14/2023 ACGA
28 Testamentary Gift Annuities 01/19/2023 Frank Minton, Ph.D.