Gift Annuity Annual Filing

Confidently meet ongoing annual filing deadlines.

Annual filings vary significantly state to state, and due dates range throughout the year. We help keep you organized and on-time, to eliminate the worry of lapsed compliance or state fines.

Let Us Assist You With Annual Filing So You Can Focus on Fundraising

It’s hard to juggle regulatory compliance while doing your primary job of fundraising. Let us help you streamline the filing process and save you time.

 

Getting Organized

There are many ongoing requirements that an organization must meet once it has registered to issue gift annuities, and the nature of annual reporting varies by state. We spend the time tracking deadlines and documents, so that you don’t have to.

 

Staying Compliant

While there is the risk of fines in not meeting annual filing deadlines, the primary importance of the filings is maintaining compliance with the law. We ensure timely filings, so that you’re not at risk for losing your exemption from (and then becoming subject to) a state's full insurance code.

Annual Filing Features

  • Early Reminders on Upcoming Due Dates
  • Coordination with Gift Annuity Asset Manager
  • Preparation of Renewal Letters or Transmittal Emails
  • Completion of Non-Asset Portions of Annual Statement Forms
  • Detailed Final Instructions for Signature and Submission

 

 


What it's Like to Work with Us

We manage the process, keeping you updated along the way. You’ll know what’s coming, what’s in process, and what’s been completed – giving you peace of mind.

 

Learning Your Structure

We’ll discuss your organizational structure, so that we can best facilitate the collection of information.

Mapping Out the Year

Based on the states in which you are registered as well as your fiscal year end, we’ll create a compliance grid for the year.

Preparing Necessary Forms

We’ll have to ask you for certain information, but then we take it from there. You won’t have to handle the forms except to obtain the appropriate signatures and submit to the states – and in many instances we’re able to handle the submission for you!

 

 


How Can We Help You?

If your organization has an active gift annuity program, you are subject to ongoing reporting requirements that your organization must meet. We can help keep you organized and on time.
Senior Consultant

Contact Edie Matulka:

206-329-8144 E-mail

Have a question?