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With the following
information, we will provide you with a calculation of your benefits
using a Charitable Gift Annuity to make a charitable gift. 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.
Your birthdate:
If this annuity is
to last for the lifetime of another person in addition to yourself,
please enter that other person's birthdate:
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
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.
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.
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Please
note, individual financial circumstances will vary. The information
on this site does not constitute legal or tax advice. As with
all tax and estate planning, please consult your attorney or estate
specialist. All material is copyrighted and is for viewing purposes
only.