Friday, May 03, 2013

The Stuff Behind Charitable Gift Annuity Rates - Tony Martignetti

The Stuff Behind Charitable Gift Annuity Rates - Tony Martignetti: The American Council on Gift Annuities announced last week that its suggested rates for Charitable Gift Annuities, or CGAs, would remain unchanged from last year. Here’s a look at the assumptions that lead to the rates.

The Council meets at least annually to review its rate recommendations and consider adjustments to its assumptions.

Clients often ask where the rates that 95% of charities rely on, come from. They come from five assumptions.

No comments: