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state requirements for gift annuities

Quid Pro Quo Rules Expand to SALT Tax Credits and Beyond

Published by Winston Jones on July 12, 2019

Charitable giving incentives are receiving collateral damage from a tug of war between the federal treasury and the states over the December 2017 Tax Act’s limitation of the state and local tax (SALT) deduction to $10,000.

3 minute read

Charitable Gift Annuities: Annual State Filing Deadlines

Published by Dyke Tilt on January 16, 2013

Many GiftWrap clients have gift annuity agreements with donors in states that require annual report filing and many of those clients follow a January-December annual financial calendar. Now is a good time for those clients, as well as others, to review their agreements to ensure they are prepared to meet the annual filing requirements.

charitable gift annuities, state requirements for gift annuities, annual filing deadlines

2 minute read

Planned Giving Across State Lines

Published by Edie Matulka on July 19, 2012

If your organization has a purely "local" donor base, your planned giving program may not be affected by the laws of any state other than your own. But what happens when a key supporter moves to another state yet still wants to benefit the organization, whether through a charitable gift annuity or simply a bequest?

state registration, state requirements for gift annuities

4 minute read

Details on Amendment to Tennessee Gift Annuity Law

Published by Edie Matulka on July 11, 2012

Certain aspects of Tennessee’s gift annuity law, relating to reserve fund requirements and submission of annual financial information, were amended effective April 16, 2012 (Public Chapter No. 743, House Bill 3781). Read the full text.

TN gift annuity state regulation, updates to state registration laws, state requirements for gift annuities

1 minute read