

Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. California residents: Annuities are subject to regulation by the State of California.

State law may further impact your individual results. References to tax rates include federal taxes only and are subject to change. Figures cited in any examples are for illustrative purposes only. For such advice, please consult an attorney or tax advisor. The information on this website is not intended as legal or tax advice. Information contained herein was accurate at the time of posting. You also may obtain information on charitable organizations from the New York State Office of the Attorney General at or (212) 416-8401. A copy of our most recently filed financial report is available from the Charities Registry on the New York State Attorney General’s website ( or, upon request, by contacting the New York State Attorney General, Charities Bureau, 28 Liberty Street, New York, NY 10005, or us at Wall Street Plaza, 88 Pine St., Suite 2400, New York, NY 10005. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
