STATE REGULATIONS
FOR CHARITABLE GIFT ANNUITIES

Please print out ALL pages by clicking these 5 links.
Summary Report	Overview Summary	Changes Pending	Disclosure Language	September 2004 Update

Updated 8-13-03	Updated 12-14-04	Updated 3-26-04	Updated 2-18-04	Updated 9-30-04

Click Here for links to all 50 State Insurance Department Web Sites

Some of the state's links are to a PDF form. You will need Adobe^® Acrobat^® Reader™ installed on your machine. Click for details.

Alaska Alabama Arkansas Arizona California Colorado Connecticut District of Columbia Delaware Florida Georgia Hawaii Idaho	Iowa Illinois Indiana Kansas Kentucky Louisiana Massachusetts Maryland Maine Michigan Minnesota Missouri Mississippi	Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania	Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming
Note: shows changes since 02-01-2004.

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.

For a current list of State Insurance Commisioners
Click here for Word Doc or click here for PDF

Please Notify Planned Giving Resources, Inc. of Changes or Corrections.
Phone: (225) 774-6700 FAX: (225) 775-6910 or jimbpotter@aol.com

STATE REGULATIONS FOR CHARITABLE GIFT ANNUITIES

STATE REGULATIONS
FOR CHARITABLE GIFT ANNUITIES