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

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Degree of Regulation

Issuance of charitable gift annuities is regulated under the Oklahoma Charitable Gift Annuity Act (Oklahoma Statutes, Title 36, Sections 4071-4082).

In order to issue gift annuities in the state, a charity must meet the following regulatory requirements:

  • have been in continuous operation for at least three years (or be the successor or affiliate of an organization in operation for that period of time)
  • have a minimum of $100,000 in unrestricted assets, not including assets comprising the annuities
  • provide notice to the Department of Insurance
  • submit an annual filing to the state
  • be qualified to do business in the state, which may necessitate registration with the Secretary of State (unless exempt from such registration)

Links to State Regulations

Departmentof Insurance Contact Information

Lauren Lynch
Department of Insurance
3625 NW 56th Street, Suite 100
Oklahoma City, OK 73112
(405) 522-4611

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