Serving the Philanthropic Community Since 1927

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 Code of Alabama Section 8-6-10(8).

  • Gift annuity-specific registration - file application with state Securities Commissioner. 
  • Reserve fund - required. 
  • Annual reporting - required. 

Links to State Regulations Pages

Insurance Department Contact Information

Registration Division
Lisa Tolar
Securities Registration Manager
Phone: (334) 242-2984

Bene' Kyles
Securities Analyst Supervisor
Phone: (334)242-2372

Alabama Securities Commission
401 Adams Avenue, Suite 280
Montgomery, AL 36104
Toll Free: (800) 222-1253
Fax: (334) 242-0240

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