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Gift Annuity State Registration White Paper
State Gift Annuity Registration: A Primer on What It Means to Your Organization
The topic of state registration of gift annuities is covered masterfully in this PG Calc white paper, which boils down complex subject matter to assist charities, and the service providers who advise them, in navigating the state-specific infrastructure of gift annuity registration.
Written by Edie Matulka, who is widely recognized as the foremost expert on the topic of gift annuity state registration, this material answers the questions: “Does my organization need to register?” and “In what states?” but focuses even more intently on the question “What does registration mean?”
Please enter your name and email address below to receive a link to State Gift Annuity Registration: A Primer on What It Means to Your Organization.
Note: Any information you provide will remain confidential with PG Calc and will not be sold or rented to other companies or organizations.
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“PG Calc’s marketing white paper “Sharing Success” is the absolute best material I’ve ever read about planned giving marketing. I know I’ll read it many times over and that it will be my roadmap for all my marketing planning going forward.”
Stan Davis, J.D.
Director of Gift & Estate Planning
Samford University
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