Charitable Gift Annuity Annual Issuer Report 2026

1. Click ‘Get Form’ to open the Charitable Gift Annuity Annual Issuer Report in the editor.
2. Begin by filling in the name of your charitable organization and its physical address, including city, state, and ZIP code.
3. Provide the contact person's name, telephone number, and email address for any inquiries related to the report.
4. Indicate the reporting period by entering the start and end dates in the designated fields.
5. Complete the data fields for both prior year and current year regarding Tennessee gift annuity contracts. This includes outstanding contracts at the beginning of the year, contracts issued, terminated contracts, and total payments made during the reporting year.
6. Ensure that all financial data aligns with your fiscal year. If required, attach either attested financial data or an audited financial statement as specified in the instructions.
7. Finally, have two principal officers sign and date the report. Ensure it is notarized before submission.

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