Planned Giving Insights and Information

Share this post!
    

Wisconsin Changes Gift Annuity Regulation,
Highlights Planned Giving Compliance Issues

Posted by Edie Matulka on April 22, 2014

Legislation making significant changes to Wisconsin’s gift annuity regulation was recently adopted when Wisconsin Act 271, Senate Bill 152 became effective April 18th, 2014. With its enactment, it is no longer necessary for charities to register with, or submit annual reports to, the Wisconsin Office of the Commissioner of Insurance. However, organizations must still comply with certain requirements. The changes in Wisconsin serve as a reminder of the importance of planned giving compliance for fundraisers.(4/22/2014: A small update to Planned Giving Manager and Gift Annuity Manager will be released soon to accommodate clients that issue annuities (or are considering it) in Wisconsin. Email support@pgcalc.com to learn more.)

REMINDER: If you are a current PGM client and have not received a link to the update reflecting changes to WI law, please contact Client Services (888-474-2252).

Request our State Registration White Paper
Read More

Topics: state registration, charitable gift annuities, state registration assistance, planned giving compliance

Top Categories

see all

Subscribe to Blog

Blog Authors

Gary Pforzheimer    Jeff Lydenberg  Dyke Tilt 
Bill Laskin    Ann McPherson    Andrew Palmer 
Edie Matulka    Winston Jones    Jen Wickham 
Tina Yelle   Jeffrey Frye   Mike Valoris