What it's Like to Work With Us
We work closely with you to help you navigate these murky waters. Our staff features nationally recognized experts who 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.
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!