Legacy Giving

 

Information Request Form


There is no obligation on your part in requesting information or a personal analysis of your financial circumstances. Any information provided by you will be maintained in the strictest of confidences and any response by us is for your informational purposes only.


If you would prefer to mail or fax this information to us, please use our printable form.


Your Name:
Your Title:
E-Mail Address:

     (We must have this to respond to you by e-mail)
Phone Number:
Work Phone:
Mailing Address:
Information Request

Please send me information regarding:


Cash Gift
Appreciated Securities
Real Estate
Bequests
Gifts of Life Insurance
Gifts of Retirement Assets
Charitable Remainder Trusts

Retained Life Estate (definition)


Are you considering a gift currently?


Yes
No
Uncertain


Would you like to inform us of a bequest or other gift?


Yes, I have made a bequest or other planned gift and would be pleased to have my name included as a donor.
Yes, I have made a bequest or other planned gift but I would prefer to remain anonymous.


Additional Comments or Requests
Add to
Mailing List
Yes — please mail to above postal address.
Yes — please e-mail me as above.
No thank you.

 


Calculation Request.


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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 you would like for a calculation:


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. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Legacy Giving section has been developed for Freight & Salvage Coffeehouse and is owned by Future Focus. Please report any problems to section webmaster.