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

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NOTE: While every effort is made to provide accurate data, neither any persons named in these pages nor the American Council on Gift Annuities guarantees the accuracy of the data presented here.  The user of this information is solely responsible for determining and verifying the accuracy of the data presented here and how it is used by the reader. This information is provided solely as a resource.  This information is supplied by the ACGA State Regulations Committee.

State Regulations


Degree of Regulation

Issuance of charitable gift annuities is regulated under Section 627.481 of the Florida Statutes.

A charity must have:

  • Years of operation – five years continuous operation;
  • Qualified as an exempt organization under the Internal Revenue Code, 26 U.S.C. s. 501(c)(3);
  • Reserve fund – segregated reserve fund required;
  • Annual reporting – sworn statement required;
  • Rates must be calculated to provide 50% of the residuum to charity (ACGA Rates satisfy this).

Links to State Regulations Pages

Insurance Department Contact Information

Florida Office of Insurance Regulation
Bureau of Specialty Insurers
Wanda Crawford
Life and Health Financial Oversight
200 East Gaines Street
Tallahassee, FL 32399-0331
Phone: (850) 413-5118

Florida Department of Agriculture and Consumer Services
Solicitation of Contributions
P.O. Box 6700
Tallahassee, FL 32399-6700
(800) 435-7352

Florida Department of State
New Filing Section, Division of Corporations
PO Box 6327
Tallahassee, FL 32341
(850) 245-6052
2661 Executive Center Circle
Tallahassee, FL 32301

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