Oregon Charitable Gift Annuity Registration

View Guide Contents
Fundraising Compliance Guide
IntroductionOnline FundraisingUnified Registration Statement (URS)Charitable DisclosuresCharitable Registration Audit RequirementsFundraising With ProfessionalsProfessional Fundraiser DisclosuresCommercial Co-Ventures and Cause Marketing Charitable Registered Agent Closing Licenses vs. Letting Them Lapse
Filling out a form on donation property

Charities are required to meet prerequisites and follow regulations before using charitable annuities for fundraising. This guide contains information about charitable gift annuities in Oregon.

Oregon Charitable Gift Annuity Registration

Not required



Charitable Gift Annuity licensure is not required on the State level in Oregon.

No filing is required, but charities need to meet certain conditions before issuing charitable gift annuities. Charities that hold certificates of authority issued prior to 2006 may continue issuing charitable gift annuities if they keep an annual audited financial statement on file.

Law:

O.R.S. § 731.038

Revised September 04, 2021. Complete data last reviewed September 04, 2021.
Are You Compliant?
Answer just a few questions and our software searches public databases to detect your status and gaps.
Sign Up for Emails
Better Business Bureau logo
Trustwave logo

© 2012 - 2024 Harbor Compliance. All rights reserved.

Harbor Compliance does not provide tax, financial, or legal advice. Use of our services does not create an attorney-client relationship. Harbor Compliance is not acting as your attorney and does not review information you provide to us for legal accuracy or sufficiency. Access to our website is subject to our Terms of Use and Service Agreement.

Terms of Service Privacy Policy Secure Shopping