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REQUIRED RESERVE CALCULATIONS INFORMATION - Includes forms for inputting gift information and pricing for reserve calculations as required by 7 states. CA, MD, NJ, NY, ND, WA, and WI
[FREE] Order Detailed Description
INFORMATION ABOUT PLANNED GIVING RESOURCES CONSULTING SERVICES
[FREE] Order Detailed Description
NEW YORK INVESTMENT RULES SUMMARY
A one page summary of the nation's most restrictive Gift Annuity investment rules.
[PRICE $50] Order Detailed Description
"RISK" PAPER - Understand the risks involved in a charitable annuity program. 28 pages of text, charts, and data.
[PRICE $100] Order
Detailed Description
MASTER SET OF 6 GIFT ANNUITY AGREEMENTS that will meet the laws or regulations of all 50 states (with as few changes as possible when moving from state to state). Agreements available from Planned Giving Resources, Inc. Available as hard copy set AND 6 documents on disc (as MSWord Documents) for the set of 6 agreements. [Note: Gift Annuity Agreement wording (offered here) MUST BE combined with the "Additional Wording" (offered below), to make these six agreements valid in the 24 states that now require Additional Wording in the gift annuity agreement to be valid in these 24 states. "Valid States" are those of both the charity AND the state of the annuitant. See list under "Additional Wording".]
[PRICE $250] Order Detailed Description
ADDITIONAL WORDING required by 29 states for gift annuity agreements. AK, AL, AZ, CA, CO, CT, FL, GA, IA, ID, IN, MD, MO, MS, NC, NH, NM, NV, NY, ND, OK, OR, PA, SD, TN, TX, VA, VT, and WA
[PRICE: $200] Order Detailed Description
HELP WITH PERMIT FILING FOR STATE REGULATED GIFT ANNUITY FUNDS
Assistance, forms, instructions, sample gift annuity agreements, additional wording, etc. for filing with any of the ten (10) states that require charity to file for permits to write charitable gift annuity agreements with their residents (or if charity is located in any Permit issuing state. AR, CA, HI, MD, NJ, NY, ND, OR, WA & WI.
First state includes Master Set of Agreements and Additional Wording for state of charity and state of filing.
[PRICE FIRST STATE $650 - ADD'L STATES $400 EACH]
(Information and Agreement for work ... sent FREE)
[FREE] Order Detailed Description
FORMS, INSTRUCTIONS, and LAWS for the fifteen (15) states that require notification that the charity is writing gift annuities.
AK, CT, FL, GA, IA, ID, MO, MS, NC, NH, NM, NV, OK, TN or TX
[PRICE: $150] (for all fifteen states) Order Detailed Description
This page last updated August 29, 2001.
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