Serving the Philanthropic Community Since 1927

Suggested Maximum Gift Annuity Rates, Quality Training Opportunties, and Consumer Protection Advocacy

fb li tw

 

Login

California

Degree of Regulation

Issuance of gift annuities is regulated under California Insurance Code Sections 11520-11524.

  • Years of operation – 10 years active operation
  • Gift annuity-specific registration – submit detailed application
  • Reserve fund/investment restrictions – segregated reserve fund required; investment restrictions
  • Board resolution – required
  • Annual and Quarterly reporting - required

Links to State Regulations Pages

Insurance Department Contact Information

Gayle Freidson, Attorney III
California Department of Insurance
45 Fremont Street, 24th Floor
San Francisco, CA 94105
Phone: 415) 538-4418
Phone: (800) 967-9331
Fax: (415) 904-5729
E-mail: Gayle.Freidson@insurance.ca.gov

Login or Join to Read More ...