For Insurers

Charitable gift annuities (CGA)

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

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: