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Degree of Regulation

Issuance of charitable gift annuities is regulated under Vermont Statutes Title 9, Chapter 68, Sections 2517 to 2518.

In order to issue gift annuities in the state, a charity must meet the following regulatory requirements:

  • have been in continuous operation for three years (or be the successor or affiliate of an organization in operation for that period of time)
  • have at least $300,000 in unrestricted cash, cash equivalents or publicly traded securities, in addition to the assets necessary to fund the charity's outstanding annuity obligations on the date it enters into a gift annuity agreement

Links to State Regulations Pages

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