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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 Chapter 102, Texas Insurance Code.

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

  • have been in continuous operation for more than three years
  • have a minimum of $100,000 in cash, cash equivalents, or publicly-traded securities, exclusive of assets funding the annuity agreements
  • provide notice to the Department of Insurance

Links to State Regulations

Department of Insurance Contact Information

Life/Health and HMO Intake Team
Life, Annuity and Credit Program
Life and Health Lines Office
Texas Department of Insurance
P.O. Box 149104
Austin, TX 78714-9104
(512) 676-6888

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