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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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