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

Wisconsin's CGA Law

Important change to Wisconsin law regarding issuance of gift annuities, effective April 18, 2014, including removal of registration and on-going reporting requirements and addition of specific disclosure and notice requirements.  Click here for more info.

YOU CAN BE AN ACGA STATE AGENT

 

Signup to be an ACGA State Agent today!

 

State Agent Information

 

Terry Simmons 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.

While every effort is made to provide accurate data, neither any persons named in these pages nor the American Council on Gift Annuities guarantees the accuracy of the data presented here.

The user of this information is solely responsible for determining and verifying the accuracy of the data presented here and how it is used by the reader. This information is provided solely as a resource.

This information is supplied by the ACGA State Regulations Committee.

State Regulations

State Agents

We depend on tips from our colleagues throughout the country to help keep us informed of updates or changes to the state regulations.  If you have updates regarding legislation in a state, please send us an email.

Please sign up to be a state agent for our State Regulations Committee, so you can alert us to regulatory or legislative happenings (and be our “go-to” person) in your state. YOU are our best source of intelligence.  To become an agent for the ACGA State Regulations Committee, please complete this form.

Click on a state below or choose a state from the list to view the state regulations. 

 

Initial registration /notification and annual filing required

 

Certain criteria must be met, but no registration/notification required

 

Initial Registration/notification required

 

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