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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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