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Grantmaking public charityEIN 541877987

National Association for Fixed Annuities

Brookfield, WI 53005

Total Assets

$2.0M

FY 2024

Annual Giving

$11K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$11K

FY 2024

Grant Range

Typical

Deadlines

Applications

Programs & Activities

Program 1

$450K

CONFERENCES - NAFA held the Annuity Leadership Forum in June in Washington DC and the Annuity Distribution Summit in Dallas in 2024. Both conferences were designed to educate and inform attendees about fixed annuities and compliance with regulations and legislation governing fixed annuities. The events provided innovative and forward-thinking presentations by thought leaders in the industry and the business community. Both conferences resulted in net revenue gains to the association.

Financial Snapshot

2024 filing

Total Revenue

$2.0M

Total Expenses

$1.8M

Top Recipients

1 grants

Grant Size Distribution

1 grants

<$10K
$10–50K
1
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Texas
$11K
100% of total

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National Association for Fixed Annuities — Grants, Financials & Contact | Grantivo