Gift Annuities

• Verify your compliance with gift annuity state regulations.
  
  
• Help in getting Permit/Certificate in 10 regulated states.
  
  
• Be sure you are giving your donors the appropriate tax reporting information about their planned gift.
  
  
• Know where to get quality, inexpensive gift administration services.
  
  
• Make sure you're withdrawing the right $ at annuitant's demise.