Ongoing compliance with the state agencies that regulate issuance of gift annuities involves timely submission of the requisite annual filing, whether it be a report on the segregated reserve fund or other specific documentation for annual renewal.

However, in addition to the annual filing submissions themselves, there are a number of ongoing issues a charity should monitor.

Fill out the form to download our guide with the other compliance items to monitor and the actions you need to take…

Download Into the Great Beyond: Ongoing CGA Compliance Outside of Annual Filings.