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Philanthropy Protection Act of 1995
The act requires the charity to notify all existing donors to a gift annuity fund and then notify all prospective donors to the fund at the time of solicitation, using a letter or pamphlet format.
Click Here for Text of Philanthropy Protection Act of 1995
Click Here for Sample Gift Annuity Disclosure Statement
Before your organization begins accepting annuity gifts and issuing gift annuity agreements, you should have your board establish the policies under which you will accept and administer annuity gifts. Ideally, it will be part of a larger policy statement that will cover all of your institution's development efforts in the area of planned giving.
Click Here for Gift Annuity Rates
Click here for 2003 ACGA Gift Annuity Rates Survey
Click Here for What is a Charitable Gift Annuity?
Click Here for CGA POLICIES - Board Resolution (16 subjects)
Click Here for UNDERSTANDING Gift Annuities
Click here for Paying Commissions for Gift Annuities
Click Here for ADMINISTERING an Annuity Program
Click Here for Annuity Rate Assumptions
Click Here for Reinsurance info on CGAs
Click Here for info on CGA Administration (40 subjects from "A" to "Z")
Click Here for The American Council on Gift Annuities (ACGA)
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