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.
State Map
As of November 2020
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.
Learning Your Structure
We’ll discuss your organizational structure so that we can best facilitate the collection of information.
Mapping Out the Year
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.
Preparing 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!
| State | Annual Fee | |
|---|---|---|
| Alabama | $550 | |
| Arkansas | $1, 075 | |
| California | $3,1501 | |
| Florida | $550 | |
| Hawaii | $800 | |
| Maryland | $550 | |
| New Hampshire | $550 | |
| New Jersey (if not NY) | $2,0002 | |
| New Jersey (if also NY) | $550 | |
| New York | $2,7502 | |
| Tennessee | $825 | |
| Washington | $1,9753 | |
| Georgia, North Dakota, Oklahoma | $550 (whether 1 or all 3) |
1Includes quarterly filings; if detail work on form (relating to reserve fund activity) is not handled by PG Calc, fee is $1,450; if quarterly filings not needed, applicable fee is reduced by $650.
2If detail work on form (relating to reserve fund activity) is not handled by PG Calc, fee is $800.
3Includes PG Calc handling 990 and AFS uploads, and incorporates fee for required actuarial verification.
*There is a cap of $10,000 on the total fee.
Work with our experts to ensure compliance with state regulations that apply to your organization.
Minimize your organization's risk and assure your CGA program's health and profitability.
PG Calc has identified eight "must have" characteristics for the successful operation of a planned giving program.
