New Information and Forms
From the
CALIFORNIA Dept. of Insurance
Click on each Word Doc item and print out.
1) Cautionary Language for all CA CGA Proposed Advertising
2) Board Resolution for Filing for CA Certificate of Authority
3) Necessary Provisions for CGA Funds Trust Document
4) Sample CGA Funds Trust Document (between charity and trustee)
5) Declaration re List of Personal Affidavits enclosed with Application
This page updated September 30, 2004.
The user of this information is solely responsible for determining and verifying the accuracy of the data presented here and how it is used by the reader. This information is provided solely as a resource.
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.) |