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Non-Profit Organizations Gift Annuity Fund Reporting
We currently prepare Annual Statements for the following State Insurance Commissions:
New York
New Jersey
California
Wisconsin
Oregon
Washington
Other states' requirements can be easily accommodated.
Additionally, unitization spreadsheet reporting, which is used for tracking residual values available for withdrawal upon an individual annuitant's death, is available.
Major Charitable Clients Include:
State Street Global Advisors
Merrill Lynch Trust Company
American Heart Association
The Nature Conservancy
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