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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.
