Charitable gift annuity financial filing instructions
- Charitable gift annuity annual report filing instructions - January to December 2025 (PDF 345.91KB)
- Charitable gift annuity annual report filing instructions - January to December 2024 (PDF 299.86KB)
Refer to these resources for specific instructions on how to use the portal to file your annual report and the templates required to complete your financial filing:
- Accessing the portal (PDF 176.00KB)
- Portal menu options (PDF 430.60KB)
- Filling out page 1 of the annual report (PDF 439.18KB)
- Attaching documents to the annual report (page 2) (PDF 274.15KB)
- Filling out and submitting page 3 (PDF 161.66KB)
- Actuarial opinion guidance for charitable gift annuity business (PDF 117.99KB)
- Annual report attestation (PDF 85.90KB)
- Separate reserve fund attestation (PDF 102.77KB)