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Degree of Regulation

Under Section 304.1-120 of the Kentucky Revised Statutes, charitable gift annuities are exempt from insurance regulation.  State law grants a “blanket exemption” from regulation of charitable gift annuities.

  • Organization exempt from federal income tax and file a Form 990 (unless a Sec. 501(c)(3) religious organization)
  • Or a publicly owned or nonprofit privately endowed educational institution approved or licensed by the Kentucky Board of Education, the Southern Association of Colleges and Schools or the equivalent

Links to State Regulations Pages

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