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Charitable Gift Annuity Regulations and Compliance Q&A

Watch this Q&A session with PG Calc gift annuity compliance experts Edie Matulka and Julie Goldenberg Hay. They answer questions about the different regulations each state has when it comes to issuing charitable gift annuities to annuitants in those states. They cover which states require registration to issue CGAs, the ongoing annual filing requirements in some states, as well as recent changes to state regulations.

You can also get the two free handouts:

Top Tips to Avoid Trouble: steer clear of the most common problems with gift annuity state registrations and annual filings.

Overview of State Gift Annuity Regulations (a.k.a. the “Cheat Sheet”).