STATE REGULATIONS FOR CHARITABLE GIFT ANNUITIES
Please print out ALL pages by clicking these 5 links. |
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Updated 8-13-03 |
Updated 12-14-04 |
Updated 3-26-04 |
Updated 2-18-04 |
Updated 9-30-04 |
Select state for regulations & contact information.
Click here to see the Master Set of 6 Gift Annuity Agreements (offered by Planned Giving Resources, Inc.) that will work in all 50 states (with the addition of the "Extra Wording" state specific "disclosure language" that is now required by 30 states.) |
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Federal law (Public Law 104-62) also requires charity to supply a Gift Annuity Disclosure Statement to all annuitants in the Fund and to all prospective Donors prior to making their first annuity gift.
Click Here for links to all 50 State Insurance Department Web Sites
For a current list of State Insurance Commisioners
Click here for Word Doc or click here for PDF