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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.

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
Bequests
Real Estate
Gifts of Life Insurance
Gifts of Retirement Assets
Charitable Remainder Trusts
Bargain Sales
Retained Life Estate (definition)
Charitable Lead Trusts
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 right now 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.

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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 KSPS and is owned by Future Focus. Please report any problems to section webmaster.