TOP
OF FORM
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. 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.
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.
TOP
OF FORM
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. Use of this site signifies your agreement with the terms
of use .The content in this Planned Giving section has been
developed for McMurry University by Future
Focus . Please report any problems to webmaster .
Revised: May 23, 2006.