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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 last updated September 30, 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.)