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With the following information, we will provide you with a calculation
of your benefits using a Charitable Gift Annuity. 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 annuity is to last for the lifetime of another person
in addition to yourself, please enter that other person's age:
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. 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 Planned Giving section has been
developed for KCSC by Future
Focus . Please report any problems to section
webmaster .