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

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Simmons Endowment Fund

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The Terry L. Simmons Philanthropic Endowment Fund will provide scholarships to worthy individuals who would otherwise be unable to attend the Conference on Gift Annuities.

 

Ohio

Regulation of Charitable Gift Annuities

Degree of Regulation:

Ohio law does not specifically address charitable gift annuities. In one case, Transgenstein v. Board of Trustees of Wheaton College, 96 Ohio St. 3d 1525 (2002), the appellate court found that gift annuities do not constitute “transacting the business of life insurance” in the Ohio.  Because no further guidance is available, legal advice is recommended for the issuance of gift annuities in this state.

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