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NOTE: 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

Alabama

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

Registration Division
Lisa Tolar
Securities Registration Manager
E-mail: lisa.tolar@asc.alabama.gov
Phone: (334) 242-2984

Bene' Kyles
Securities Analyst Supervisor
E-mail: bene.kyles@asc.alabama.gov
Phone: (334)242-2372

Alabama Securities Commission
401 Adams Avenue, Suite 280
Montgomery, AL 36104
Toll Free: (800) 222-1253
Fax: (334) 242-0240

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