Planned Giving Today

Planned Giving Today serves the planned giving community as a practical resource for education, information, inspiration and professional linkage. They help gift planners enable others to give generously, prudently and joyfully. Check out the PGT newsletter.

Philanthropic Giving Resources

This site offers a great deal of free information about the regulation and administration of Charitable Gift Annuities and Pooled Income Funds and information about assistance with many issues relating to the State Regulation of Gift Annuities. As the Chair of the State Regulations Committee of the American Council on Gift Annuities, Jim Potter provides this information as a service to the nonprofit community.

PGCALC Planned Giving Information

This commercial site offers a lot of free information including suggested annuity rates by the the American Council on Gift Annuities (ACGA). ACGA is a national organization made up of charities that issue charitable gift annuities. One of the roles of the ACGA is to provide suggested maximum payout rates for the gift annuities issued by its member charities issue. These maximums are strictly voluntary. Periodically, the ACGA reviews and revises the rates it suggests.

The Alford Group

The Alford Group Inc. was founded in 1979 to provide leadership in improving the quality of life by serving not-for-profits. Today, the firm is headquartered in Chicago , IL , with regional offices in Seattle and Washington D.C. , an area office in San Diego , and a nationwide network of local strategic partners. Jimmie Alford, Chair & CEO of the Alford group is a faculty member of the Learning Institute.