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Planned Giving

Information Request Form



There is no obligation on your part in requesting information or a personal analysis of your financial circumstances. Any information provided by you will be maintained in the strictest of confidences and any response by us is for your informational purposes only.

If you would prefer to mail or fax this information to us, please use the print function.

Your Name:
Your Title:
E-Mail Address:

     (We must have this to respond to you by e-mail)
Phone Number:
Work Phone:
Mailing Address:

REQUEST FOR INFORMATION | BEQUEST ACKNOWLEDGMENT | PERSONALIZED CALCULATION REQUEST
Information Request

Please send me information regarding:

Gift of Cash
Gift of Securities
Gift of Real Estate
Basic Estate Planning
Bequests
Gift of Life Insurance
Gift of Retirement Plan Assets
Trusts and Their Benefits
Charitable Gift Annuities
Are you considering a gift currently?


Yes
No
Uncertain

Would you like to inform us of a bequest or other gift?


Yes, I have made a bequest or other planned gift and would like to join the 1853 Society and receive all benefits.
Yes, I have made a bequest or other planned gift and would like to join the 1853 Society but prefer no public recognition.
Yes, I have made a bequest or other planned gift but I would not like to join the 1853 Society at this time.
Additional Comments or Requests
Add to
Mailing List 		Yes - please mail to above postal address.
Yes - please e-mail me as above.
No thank you.

 

Calculation Request.

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With the 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.

Age:

If this annuity is to last for the lifetime of another person in addition to yourself, please enter that other person's age:

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.
Your age at payment start:
Second person's start age:

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Sheppard Pratt Health System
Office of Philanthropy
Marguerite O. Kelley, Director of Major Gifts and Planned Giving
410-938-4018
For more information, email mkelley@sheppardpratt.org

 

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 Sheppard Pratt Health System and is owned by Future Focus. Please report any problems to section webmaster.