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Four Things to Consider When Expanding Your Gift Annuity Reach

Organizations offering charitable gifts annuities (CGAs) are often familiar with the gift annuity regulations in their home state. Many organizations spend years building a donor base in the area surrounding their location. As that comfort level grows, an organization may wish to explore expanding its CGA footprint. It often comes as a surprise to these organizations to discover the varying degrees of regulation among the states. Without proper planning and consideration, a CGA issuer may find itself in hot water with a neighboring state’s regulatory authority. With that in mind, let’s take a look at a few of the items that must be considered when an organization wishes to issue gift annuities to residents of other states.