|
 Charitable Gift Annuities regulated by State Code Section 26.1-34.1
Permit issued/regulated by State Insurance Department.
Annual filing is required.
Reserve required.
Age of annuitant(s) must be shown in agreement.
Reasonable Commensurate Value must be shown in agreement.
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 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.)
|
 
|
