Charitable gift annuities are a fixed sum of money paid to a person for the rest of that individual's life. These annuities are issued by non-profit organizations after accepting donations from the people who will receive payments. Organizations who issue charitable gift annuities must submit annual financial filing statements.
Charitable gift annuity financial filing statement instructions
Charitable gift annuity issuers with a fiscal year ending on or between January 31, 2020 and December 31, 2020, should refer to the following instructions:
Charitable gift annuity issuers with a fiscal year ending on or between January 31, 2021 and December 31, 2021, should refer to the following instructions:
Refer to the links below for specific instructions on how to use the portal to file the annual report and templates required to complete the annual report filing: