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.

 

Significant Change in Wisconsin’s Gift Annuity Regulation

WisconsinLegislation that became effective April 18, 2014 (2013 Wisconsin Act 271) eliminates the need for registration with, and annual reporting to, the Office of the Commissioner of Insurance (OCI).  In order to issue gift annuities in the state, a charity needs to have been in existence for 3 years and include specific disclosure language in the agreement, but no longer needs to file anything with the OCI.

A charity that had existing Wisconsin annuities when the new law went into effect is required to send notification of the regulatory change to those donors/annuitants. For more information, click here

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