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 mailing or faxing this information
to us, please see our printable
form.
Cash Gift
Appreciated Securities
Real Estate
Bequests
Life Insurance
Charitable Remainder Trusts
Charitable Gift Annuities
Retained Life Estate (definition)
Gifts of Retirement Assets
Bargain Sales
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you considering a gift currently?
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No
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Would
you like to inform us of a bequest or other gift?
Yes, I have made a bequest or other planned
gift and would be pleased to have my name included
as a donor.
Yes, I have made a bequest or other planned
gift but I would prefer to remain anonymous.
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Yes - please e-mail me as above.
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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:
This
button resets the form fields (erases all information).
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. Use of this site signifies your agreement with
the terms of use. The content
in this Planned Giving section has been developed for
the United Methodist Church by Future
Focus. Please report any problems to webmaster.
Revised: February 8, 2006 17:27.
Smith Barney Consulting Group provides the Foundation with investment consultation
and management services working with eight professional
asset managers
