Offload Annual Filing So You Can Focus on Fundraising
There are many ongoing requirements that an organization must meet once it has registered to issue gift annuities, and the nature of annual reporting varies by state. We spend the time tracking deadlines and documents, so that you don’t have to.
While there is the risk of fines in not meeting annual filing deadlines, the primary importance of the filings is maintaining compliance with the law. We ensure timely filings, so that you’re not at risk for losing your exemption from (and then becoming subject to) a state's full insurance code.
As of November 2020
What It's Like to Work With Us
We manage the process, keeping you updated along the way. You’ll know what’s coming, what’s in process, and what’s been completed – giving you peace of mind.
We’ll discuss your organizational structure so that we can best facilitate the collection of information.
Based on the states in which you are registered, as well as your fiscal year end, we’ll create a compliance grid for the year.
We’ll have to ask you for certain information, but then we take it from there. You won’t have to handle the forms except to obtain the appropriate signatures and submit to the states – and in many instances we’re able to handle the submission for you!
Our organization worked with Edie at PG Calc in the last few years to prepare our annual CGA filing reports and to advise us on compliance issues and the requirements from the different states where we offer CGAs. The PG Calc team has been invaluable in not only assisting us to file our returns in a timely manner but have identified and supported us in remedying inadvertent mis-steps we had previously made as we attempted to manage the process in-house. The PG Calc service has saved staff time/money and provided us peace of mind that we have complete and accurate reporting.