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Simmons Endowment Fund

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The Terry L. Simmons Philanthropic Endowment Fund will provide scholarships to worthy individuals who would otherwise be unable to attend the Conference on Gift Annuities.

 

Utah

Regulation of Charitable Gift Annuities

Degree of Regulation:

Issuance of charitable gift annuities is regulated under Utah Code Annotated Sections 31A-1-301(88) and (93) and 31A-22-1305.

Actions Required for Exemption:

No filing with a state agency is required.

Disclosure and Agreement Content Requirements:

None

Reserve Requirements:

None

Annual Reporting:

None

Compliance/Enforcement:

None specifically stated

Links to State Regulations Pages:

Utah Code Annotated Sections 31A-1-301(88) and (93)

Utah Code Annotated Sec. 31A-22-1305

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