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