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Charitable Annuity Reserves

NOTE: All documents on this page are in PDF format.

  • Important Notice Regarding Reserves
  • Reserve Guidelines for Gift Annuity Organizations for 2022 (Gift 1)
  • Maximum Reserve Valuation Interest Rates for Charitable Gift Annuities (Gift 2)
  • Present Value of Immediate Annuities and Maximum Incomes per $1000 Gift Allowed by Section 1110 for Issues of 2020+ (Gift 3)
  • Calculation of Annuity Reserves From Elementary Values (Gift 4)
  • Yearly Death Rates Per 1000 for the 1983 "a" and Annuity 2000 Tables (Gift 5)
  • Yearly Death Rates Per 1000 for the 2012 IAR Table (Gift 6)

Insurance Industry Questions

If you are unable to find the answer to your insurance question here, check our FAQs. If you have a question or need assistance, call (800) 342-3736 (M-F, 8:30 AM to 4:30 PM). Local calls can be made to (212) 480-6400 or (518) 474-6600.

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The Department of Financial Services supervises many different types of institutions. Supervision by DFS may entail chartering, licensing, registration requirements, examination, and more.
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