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With
the following information, we will provide you with a calculation
of your benefits using a Charitable Remainder Trust. There are
other gift options that might be better suited for your individual
financial circumstances which we will be glad to discuss with
you. This is entirely confidential and the information you provide
will be held in the strictest confidence.
Age:
If
this trust 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 trust you wish to establish:
If
you wish to fund the trust with appreciated assets, such as stocks,
please indicate the original cost or basis of the assets (please
disregard if the 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 just a general idea of the
benefits based on the current information and market conditions
available at this time.
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terms of use . The
content in this Planned Giving section has been developed for
American Family Housing by Future
Focus . Please report any problems to section
webmaster . Revised: August 8, 2006.