Serving the Philanthropic Community Since 1927

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

fb li tw




Degree of Regulation

Issuance of charitable gift annuities is regulated under Pennsylvania Statutes, Title 10, Sections 361-364.

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

  • have been in operation for at least three years (or be the successor or affiliate of an organization in operation for that period of time)
  • have unrestricted assets of at least $100,000
  • maintain gift annuity reserves
  • be registered for charitable solicitation with the Pennsylvania Department of State (unless exempt from such registration; see paragraph 6, option 3 in the disclosure language below)

Login or Join to Read More ...