In our recent webinar with PG Calc experts, Gift Annuity Compliance Director Edie Matulka and Senior Advisor Julie Goldenberg, we covered charitable gift annuity regulations and compliance—and went into a bit of a deep dive for nonprofits that have a charitable gift annuity program and are administering those types of gifts. During the discussion, our experts fielded some of the most common questions nonprofit organizations run into when managing their CGA programs: state registration requirements, annual filing obligations, and recent regulatory changes that may affect how they’re operating right now.
For the organizations stewarding these gifts, getting the compliance side right isn’t just an administrative box to check — it’s what makes it possible for donors to give with confidence and for the broader planned giving ecosystem to function well.
Whether you missed the session or want to revisit it, the full recording is now available. And as a bonus, you can also download two free handouts that were offered exclusively during the live Q&A:
- Top Tips to Avoid Trouble — a practical guide to sidestepping the most common pitfalls with state registrations and annual filings
- Overview of State Gift Annuity Regulations (a.k.a. the “Cheat Sheet”) — a quick-reference guide to what each state requires
These resources are especially valuable if your organization issues charitable gift annuities and you want to make sure your compliance house is in order.
Watch the recording and download your free handouts here.
Want to learn more about Gift Annuity Compliance Services?
PG Calc can help ensure you are correctly registered in all the states in which you issue gift annuities and that your annual filings in each state are done right and on time, we would be happy to have a conversation with you.
