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STATE OF TENNESSEE DEPARTMENT OF COMMERCE AND INSURANCE Financial Affairs Section Charitable Gift Annuity Licensing 500 James Robertson Parkway, 7th Floor Nashville, Tennessee 37243 (615) 7411670CHARITABLE
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How to fill out charitable gift annuity issuer

01
To fill out a charitable gift annuity issuer, follow these steps:
02
Obtain the necessary forms from the issuer or their website.
03
Provide your personal information, including your name, address, and contact details.
04
Specify the amount of money or property you wish to donate as part of the annuity.
05
Determine the annuity rate or percentage at which the issuer will pay you based on your donation.
06
Determine the payment frequency and duration of the annuity.
07
Review and understand the terms and conditions of the annuity agreement.
08
Sign and date the forms and provide any additional required documentation.
09
Submit the completed forms to the charitable gift annuity issuer.

Who needs charitable gift annuity issuer?

01
Charitable gift annuity issuers are beneficial for individuals or organizations who:
02
- Wish to make a generous donation to a charitable cause.
03
- Seek a fixed income stream for a specific period.
04
- Want to receive potential tax benefits from their donation.
05
- Are looking for a way to support a charitable organization while still receiving some financial benefits.
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A charitable gift annuity issuer is a nonprofit organization that offers donors the opportunity to make a gift in exchange for a fixed income stream for life.
Charitable gift annuity issuers are required to file annual reports with the appropriate regulatory authorities, such as the state insurance department.
To fill out a charitable gift annuity issuer report, organizations must provide detailed information about their financial status, fundraising activities, and compliance with laws and regulations.
The purpose of a charitable gift annuity issuer is to provide donors with a way to support charitable causes while also receiving a financial benefit.
Information that must be reported on a charitable gift annuity issuer includes financial statements, fundraising expenses, and the number of annuity agreements issued.
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