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Federal Disclosure Statement for Gift Annuities

 

The Philanthropy Protection Act of 1995 (Public Law 104-62) requires the charity to notify all existing donors to a gift annuity fund and then notify all prospective donors to the fund at the time of solicitation, using a letter or pamphlet format. This law became effective 3-6-1996.

Text of Philanthropy Protection Act of 1995

Sample Gift Annuity Disclosure Statement