Serving the Philanthropic Community Since 1927

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

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Degree of Regulation

Issuance of charitable gift annuities is regulated under Code of Alabama Section 8-6-10(8).

  • Gift annuity-specific registration - file application with state Securities Commissioner. 
  • Reserve fund - required. 
  • Annual reporting - required. 

Links to State Regulations Pages

Insurance Department Contact Information

Lisa M. Tolar and Bene Kyles
Securities Registration Manager
Licensing and Registration
Alabama Securities Commission
401 Adams Avenue, Suite 280
Montgomery, AL 36130
Phone: (334) 242-2984, Toll Free: (800) 222-1253
Fax: (334) 242-0240

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