Request a Proposal


1. Select the type of gift(s) in which you are interested:

Outright

Bequest (gift by will)

Charitable gift annuity
Support and receive a fixed income for life.

Deferred charitable gift annuity
Support and receive a deferred-income stream.

Charitable remainder unitrust
Support and receive a variable-income stream.

Grantor Lead Trust

Nongrantor Lead Trust

Donor Advised Fund

Beneficiary designation of retirement plan or life insurance

2. Select the type of asset(s) in which you are considering funding the gift:

Cash

Securities (stocks, bonds, mutual fund shares)

Real estate

Other (please specify)

3. Gift amount and cost basis:

Enter the dollar amount of the gift you are considering:

Enter the cost basis of the asset (if other than cash) you are considering funding the gift with:

4. Age(s) or birth date(s):

Enter the age or birth date for each beneficiary

Beneficiary 1:

Beneficiary is someone other than me or my spouse.

Beneficiary 2:

Beneficiary is someone other than me or my spouse.

 

5. Your information:

*Name:

  Occupation:

  Address:

*City:

*State/Province:

  Postal Code:

  Country:

  Phone:

*E-mail:

Questions or Comments:


*All fields marked with the asterisk symbol (*) are required.

Back