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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.
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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 Southern Coos Hospital Foundation by Future
Focus .
Printable Response/Request
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