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Gift Annuity Policy & Procedures Manual

The Ford Thompson turnkey Gift Annuity Program Manual includes all documentation necessary to initiate a Gift Annuity Program for your organization.

Subjects and Items included:

  • Personalized to comply with your States regulations
  • Overview of Gift Annuities
  • Suggested letter to Board for request to develop Gift Annuity Program
  • Board Resolution for initiation of a Gift Annuity Program
  • Current Gift Annuity Rates (One Life, two Life and Joint)
  • Application for A Gift Annuity
  • Policies and procedures for acceptance of gift annuities agreements
  • Suggested gift annuity administration guidelines
  • Sample Gift Annuity Disclosure Letter.
  • Gift annuity Agreements - customized for your state:
    • Immediate-One Life
    • Immediate-Two Lives, Successive Interest
    • Immediate-Two Lives, Joint and Survivorship
    • Deferred-One Life
    • Deferred Two Lives, Successive Interest
    • Deferred-Two Lives, Joint and Survivorship
All required forms are included as downloadable files or on disk. We can provide staff training regarding tax aspects of the annuities or their application in different situations, as well as the development of marketing materials. This manual is a valuable resource, whether your organization has been issuing annuities for years or is just thinking about getting starting a program.

Your Gift Annuity Policies and Procedures manual can be ordered directly online at the Ford Thompson online store or call us toll-free today at 812-635-0311 to discuss your requirements. Prefer to communicate by e-mail? Please click here.


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