Posts by Andrea Preissler
State Regulations for Soliciting and Issuing Gift Annuities
Reviewing your gift annuity program periodically to ensure that your organization is compliant with state registration regulations is essential. Many organizations believe they are registered to issue gift annuities in a state because the organization is registered to solicit charitable donations in that state. However, the statutes for the issuance of gift annuities are different…
Read MoreHighlights from the ACGA Conference
The American Council on Gift Annuities’ (ACGA’s) primary activity is to publish suggested maximum charitable gift annuity rates, and they have been doing so since 1927. ACGA holds a biennial conference. Here are some highlights from the April 2016 conference – Frank Minton, Ph.D., author of Charitable Gift Annuities: the Complete Resource Manual, shared the…
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