Serving the Philanthropic Community Since 1927

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

fb li tw




Degree of Regulation

Charitable Gift Annuities are exempt from insurance regulation under Mississippi Code Sections 79-11-651 through 79-11-661.

  • Years of operation - three years of 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, exclusive of the assets funding the gift annuity agreement.
  • Be registered for charitable solicitation with the Mississippi Secretary of State (unless exempt from such registration).

Links to State Regulations Pages

Insurance Department Contact Information

Tanya Webber
Assistant Secretary of State for Charities
Charities Division
Mississippi Secretary of State
P.O. Box 136
Jackson, MS 39205
(601) 359-6742

Login or Join to Read More ...