FASB/Reserve Compliance Reporting Service
Monday – Friday
8:30 – 6:00 ET
The Client Services team provides assistance for PG Calc’s FASB/Reserve Reports clients.
Our Client Services Team
Samantha Akiha, Client Services Advisor
Brian Armstrong, Client Services Advisor
Kara Morin, Director of Client Client Services
Jackie Robertson, Client Services Assistant
Jen Wickham, Senior Client Services Advisor
- CGA State Reserve Reports: Being compliant with state requirements for charitable gifts is a complex and time-consuming endeavor. We can easily provide you with accurate and timely CGA State Reserve Reports to ensure your report is ready before the due date.
- FASB Liability Reports: Determining the liability represented by each of your organization's split interest gifts, such as gift annuities and charitable remainder trusts is a long process. We can provide you with the reports and save you time.
- Our Compliance Reporting Service Entails: Providing Reserve Reports for every state regulating CGAs; Providing reserve reports verified by a qualified actuary, for states requiring it; and Providing FASB Reports for CRT, PIF, and CGA gift types.
Annual Filing Timeline Template
2023 Schedule of Fees for Compliance Reporting, Actuarial Verification, and Database Maintenance