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CGA State Reserve Report Service

Performing gift annuity reserve calculations to comply with state requirements is a complex undertaking. PG Calc has the experience and know-how to take on this task for you. Whether you need to include these calculations with an initial registration or as part of an annual filing, we can prepare the reserve reports you need in order to satisfy any state’s requirements.  Our reports analyze the reserve requirement related to each gift annuity contract and determine what your organization’s total gift annuity reserves need to be at any given time.  When necessary, we can arrange for verification by a qualified actuary at a very reasonable cost.

Charitable Gift Annuity Reserve Reports start at $175/hour with a $375 minimum fee, a fraction of what an actuary would charge for the same work. The cost of a report will vary depending on the number of contracts at your institution. Creating the report after the first year generally costs less due to the reduced time required for initial setup.

Please call us at 888-497-4970 to talk about our charitable gift annuity state reserve service.

 

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