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OF FORM
With the following information, we will provide you with a calculation of your
benefits using a Charitable Gift Annuity. For the purposes of this illustration
we will use the 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.