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Gift Annuity State Registration

Know that you're in compliance.

The landscape of gift annuity state registration is tricky to navigate and laborious. Let us help you be compliant in the places you issue gift annuities.

Ensure That Your Organization Has Solved the State Registration Puzzle

The first step in state registration isn’t filling out a form – it’s talking to an expert about the benefits and costs associated with gift annuity state registration.

 

Be in Compliance

Working with us ensures you are in compliance with state regulations and will avoid unnecessary work and costly fees.

 

Optimize Your Program

Instinct might suggest you offer gift annuities in as many states as possible, but sometimes the risks outweigh the rewards in certain states. We help you consider your options for where and when you offer these gifts.

  State Registration Features

  • Review State-by-State Regulations
  • Prepare State Forms
  • Assist with Inquiries and Requests
  • Assist with Applications and Notification Letters
  • Prepare Prototype Gift Annuity Agreements

 

 

Fees For State Registration Services

The first fee is applicable if your organization has not already issued CGAs in the corresponding state. For example, if your organization has not already issued CGAs in the state of California, the PG Calc fee to apply would be $1,600. If you have existing CGAs in the state of California, the fee would be $2,100.

 

PG Calc Fees (per State)

State No Existing CGAs in State Previously Issued CGAs in State
CA $1,600 $2,100
NY $1,100 $1,475
NJ* $1,100 $1,250*
WA $1,100 $1,300
MD $825 $950
TN, AR $825 $950
FL $375 $500
AL $825 $825
HI, ND $600 $600
AK, CT, GA, ID, IA, MS, MO, MT, NV, NH, NM, NC, OK, TX , WV $175 $175
     

* In the case of New Jersey, the higher fee is if there are existing CGAs issued in any state.

 

State Application Fees

State No Existing CGAs in State  
CA $4,233**  
NJ $100  
ND $100  
TN $675  
WA $25  
AL (per agent) $60  

** The total application fee with the registered agent fee is $4,305 for non-CA charities.

 

 

What it's Like to Work With Us

We work closely with you to help you navigate these murky waters. Our staff features nationally recognized experts who will ensure that you are in compliance.

 

Review Guidelines

We'll talk with you about which state regulations will be applicable for your organization.

Create a Framework

Together we'll develop a plan for registration, notifications, and any issues that may crop up.

Prepare 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!

 

 

Related Services and Products

Gift Annuity Annual Filing

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Charitable Gift Annuities: The Complete Resource Manual

The most authoritative and comprehensive book on gift annuities.

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State Gift Annuity Registration White Paper

A primer on what state registration means to your organization.

Download White Paper

How Can We Help You?

The first step in state registration is talking to an expert about the benefits and costs associated with gift annuity state registration. We can help.
Julie Goldenberg Hay
Consultant

Contact Julie Goldenberg Hay:

206-329-8144 • E-mail

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