Charitable Gift Annuities

Charitable Gift Annuities

A Charitable Gift Annuity can be a very powerful fundraising vehicle that helps both the donor through fixed scheduled payments and the charity investing the donations.

A dozen states regulate Charitable Gift Annuities and require annual registrations. Twenty-eight states require a state specific disclosure statement.

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Statutes regulating Charitable Gift Annuities are subject to change and vary from state to state. If your charity offers or plans on offering CGAs, it is important to comply with state laws.

We Are Charitable Gift Annuities Professionals

  • We prepare all required forms and file them on your behalf.
  • We keep up to date with ever changing state laws governing CGAs to keep you in compliance so that you can focus on your cause.

Learn how we can assist your organization.

We handle every aspect of the process and would love to
talk to you about helping you get registered.