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 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

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