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

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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

Alaska

Degree of Regulation

Issuance of charitable gift annuities is regulated under Alaska Statutes Section 21.03.070 and 21.03.021.

  • Years of operation - three years continuous operation (or be the successor or affiliate of an organization in operation for that period of time)
  • Minimum assets - $300,000 in unrestricted cash, cash equivalents or publicly traded securities (excluding gift annuity funding assets)
  • Notification required

Links to State Regulations Pages

Insurance Department Contact Information

Lori Wing-Heier
Director of the Division of Insurance
Phone: (907) 465-2560
E-mail: lori.wing-heier@alaska.gov

David Phifer
Financial Examiner
Phone: (907) 269-7903
E-mail: david.phifer@alaska.gov

Division of Insurance
Robert B. Atwood Building
550 W. 7th Ave., Ste 1560
Anchorage, AK 99501

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