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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 annuity 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 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. The content in this Planned Giving section has been developed
for Nevada Public Radio by Future
Focus .