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.
If this annuity
is to last for the lifetime of another person in addition to yourself,
please enter that other person's age:
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):
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
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.
Your age at payment start:
Second person's start age: