Charitable Gift Annuities

A Charitable Gift Annuity is an irrevocable gift of cash, securities, or other assets, in exchange for fixed sum payments. It can be a very powerful fundraising tool that helps both the charity offering the charitable gift annuity as well as the annuitant.

     Ten states regulate Charitable Gift Annuities and twenty eight states require a state specific disclosure statement. Failure to register charitable gift annuities in a timely fashion can lead to fines and civil suits as well as a tainted reputation.

     If you offer Charitable Gift Annuities, then you probably need to comply with numerous regulations. Each year several states change their laws. We can help you keep up with the changes.

     We prepare all of the forms and handle all the details necessary to keep you in compliance with the law.

     None of your confidential information is shared with anyone.

     If you would like to start this service, please call 844-863-0915 or email us.