Program Administration and Management

How to Stay on Track with CGA Annual Filings

Edie Matulka

Friday, October 4, 10:00 – 11:00 a.m.


Of the states that require registration to issue gift annuities, 15 also require some sort of annual filing. Whether you are already registered or anticipate doing so, it’s important to understand what is involved in the ongoing reporting. However, equally important is keeping track of deadlines and creating a system for preparing the filings each year. A late or erroneous filing can have serious consequences for your gift annuity program in that state. This session will provide both specific information on requirements and helpful hints on managing the process—useful to those who handle the filings internally and those who outsource some or all of it.

Learning Objectives

  1. Understand context for ongoing state filings.
  2. Review specific details related to filings
  3. Learn how to manage the filing process.


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Edie Matulka

Senior Consultant, PG Calc

As Senior Consultant at PG Calc, Edith (Edie) Matulka works with charitable organizations across the country, providing assistance on both gift-specific questions and issues relating to operation of their planned giving programs.&nbsp; Edie also helps charities comply with state regulations for issuance of gift annuities and is a contributing author for Charitable Gift Annuities: The Complete Resource Manual. Edie has spoken at American Council on Gift Annuities (ACGA) conferences, local planned giving councils, and to varying groups within charitable organizations (including Boards, staff, and donors). She is a past member of the ACGA Board. A member of the Washington State Bar Association, Edie graduated from Northwestern School of Law at Lewis and Clark College in Portland, Oregon, and earned a BA in Political Science from the University of Washington. Edie joined Planned Giving Services, a Seattle-based consulting firm started and led by Frank Minton, in 1997. PG Calc acquired Planned Giving Services in August, 2005. In addition to the practice of law, Edie’s background includes work in government, public, and nonprofit settings.