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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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