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

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Degree of Regulation

Charitable gift annuities are exempt from insurance regulation by the State of Missouri Laws Sections 352.500 - 352.520

  • 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 - $100,000 in unrestricted cash, cash equivalents or publicly traded securities (exclusive of the assets funding the annuity agreement). 
  • Organization exempt from federal income tax

Links to State Regulations Pages

Insurance Department Contact Information

Lillian Overbey
Insurance Regulatory Manager
Company Regulation Division
Missouri Department of Insurance
301 W High Street, Suite 530
P.O. Box 690
Jefferson City MO 65102
Phone : 573-526-1589

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