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 State law provides for "Conditional Exemption" from regulation of charitable gift annuities.
Charity must comply with the Pennsylvania charitable solicitation law.
Disclosure required in agreement.
Reserve required.
100k in available unrestricted assets required.
Charity must be in continuous operation for three years.
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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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