Solve the State Registration Puzzle

Optimize Your Program

Instinct might suggest you offer gift annuities in as many states as possible, but sometimes the risks outweigh the rewards in certain states. We help you consider your options for where and when you offer these gifts.

 

Be in Compliance

Working with us ensures you are in compliance with state regulations and will avoid unnecessary work and fees.

Download Current State-by-State Regulations

State Map

State Map

As of April 2021

Fees For State Registration Services

The first fee is applicable if your organization has not issued CGAs in the corresponding state; the second is applicable if you have already issued in the state (for some states the two fees are the same).

PG Calc Fees Per State
State No Existing CGAs in State Previously Issued CGAs in State
AL $900 $900
AR $900 $900
CA $1,800 $2,5001
FL $550 $550
HI $700 $700
MD $1,000 $1,200
ND $700 $700
NJ $1,500 $1,5002
NY $1,250 $1,850
TN $900 $900
WA $1,400 $1,900
AK, CT, GA, ID, IA, MS, MO, NV, NH, NM, NC, OK, TX, WV $2,000 (all 14) $2,000 (all 14)3

1 Assumes up to 5 existing contracts. Please add $15 for each additional existing contract.

2 Annual statement required; PG Calc can prepare for additional cost (pricing varies; please inquire for details).

3 Pricing for all 14 notification states; if less than all, $275 for one state, and $150 for each additional.

State Application Fees
State No Existing CGAs in State  
CA $4,656*  
TN $675  
NJ $100  
ND $100  
WA $25  
AL (per agent) $70  

* The total application fee with the registered agent fee is $4,735 for non-CA charities.

What It's Like to Work With Us

We work closely with you to help you navigate these murky waters. Our staff of experts will ensure that you are in compliance.

Discover what you don’t know. The first step in state registration isn’t filling out a form– it’s talking to an expert about the benefits and costs associated with gift annuity state registration. Working with us ensures you are in compliance with state regulations and will avoid unnecessary work and costly fees. Our state registration consultants, led by nationally recognized expert Edie Matulka, have a unique wisdom about the nature of the regulatory process.

Review Guidelines

We'll talk with you about which state regulations will be applicable for your organization.

Create a Framework

Together we'll develop a plan for registration, notifications, and any issues that may crop up.

Prepare Necessary Forms

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!


How Can We Help You?

The first step in state registration is talking to an expert about the benefits and costs associated with gift annuity state registration. We can help.

Contact Julie Goldenberg Hay

Have a question?