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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, but for the purposes of this illustration
we will use the Charitable Gift Annuity. This is entirely confidential and the
information you provide will be held in the strictest confidence.
Your birthdate:
If
this trust 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 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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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.
The content in this Planned Giving section has been developed for Driscoll Children's
Hospital by Future Focus . Please report
any problems to webmaster .
Revised: August 9, 2005 10:03