Serving the Philanthropic Community Since 1927

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

fb li tw

 

Public Policy

publicpolicy

Legislative and regulatory issues of interest to our members.  If you would like to view our archived articles, click here.

Charitable Gift Annuities Model Act

APPENDIX A
Draft: 3/17/98
Adopted by the Life Insurance (A) Committee.

Read more ...

Text of Philanthropy Protection Act of 1995

Note: The Philanthropy Protection Act of 1995 prohibits the payment of commissions or remuneration to anyone based on the value of a charitable gift annuity given to a public charity, and also requires the charity to provide a Disclosure Statement to the donor prior to the receipt of the donor's first annuity gift given to that charity. See text of the Law below and the Statement by the National Committee on Planned Giving (NCPG) and the American Council on Gift Annuities (ACGA) on the payment of commissions by a charity in return for a gift annuity - found at http://www.ncpg.org/.

FULL TEXT OF H.R.2519 - 104th U.S. Congress

Read more ...