Degree of Regulation
Issuance of charitable gift annuities is regulated under Code of Alabama Section 8-6-10(8).
- Gift annuity-specific registration - file application with state Securities Commissioner.
- Reserve fund - required.
- Annual reporting - required.
Links to State Regulations Pages
Insurance Department Contact Information
Lisa M. Tolar and Bene Kyles
Securities Registration Manager
Licensing and Registration
Alabama Securities Commission
401 Adams Avenue, Suite 280
Montgomery, AL 36130
Phone: (334) 242-2984, Toll Free: (800) 222-1253
Fax: (334) 242-0240