Information Request Form

There is no obligation on your part in requesting information. Any information provided by you will be maintained in the strictest of confidences, and any response by us is for your informational purposes only.

If you would prefer to mail or fax this information, please use our printable form.

Please send me information regarding:

Gifts of Appreciated Securities
Gifts of Real Estate
Bequests
Gifts of Life Insurance
Charitable Remainder Trusts
Charitable Gift Annuities
Retained Life Estate

Yes, I have made a bequest or other planned gift and would be pleased to have my name included as a donor.
Yes, I have made a bequest or other planned gift, but I would prefer to remain anonymous.

Calculation Request

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With the following information, we will provide you with a calculation of your benefits using a charitable gift annuity. There are other gift options that might be better suited for your individual financial circumstances which we will be glad to discuss with you, but we will use the gift annuity for illustration purposes. This is entirely confidential, and the information you provide will be held in the strictest confidence.

Age:

If this annuity is to last for the lifetime of another person in addition to yourself, please enter that other person's age:

The dollar amount of the annuity you wish to establish:

If you wish to fund the annuity with appreciated assets, such as stocks, please indicate the original cost or basis of the assets (please disregard if funding is to be with cash):

Our calculation will make assumptions as to the payout rate and the actual date of the gift. These assumptions are simply to give you a general idea of the income and tax benefits such a gift will provide you. There are other variables that may affect the actual benefits. This calculation is a general idea of the benefits based on the current information and market conditions available at this time.

If you wish, you may set up the annuity now but defer the income to a future date. If so, please indicate the age (both ages if for two persons) at which you would like to start receiving annuity payments.
Your age at payment start:
Second person's start age:

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