Help with Permit filing for State Regulated Gift Annuity Funds, including all forms, lists of enclosures, Sample Gift Annuity Agreements applicable to location of charity and State in which charity is filing, as well as "hand holding" instructions are available (for the states of AR, CA, HI, MD, NJ, NY, ND, OR, WA & WI).

Help (all necessary forms, Sample agreements, guidance, instructions, etc.) provided for a flat fee.

Required by fifteen (15) States - If you are located in, or have issued gift annuity agreements to the residents of AK, CT, FL, GA, IA, ID, MO, MS, NC, NH, NM, NV, OK, TN or TX, you must notify the Insurance Commissioner's office that you have issued a gift annuity agreement.

Copies of the fifteen state laws, forms, sample letters and instructions are available in a single package (of over 100 pages).