Personal Illustration Request Form
It takes time and effort to create an effective plan for the future. We'd like to help you by creating a personal profile of the gift type that might best suit your needs and goals. In the meantime, feel free to contact us with any questions.
I'm not sure which gift plan works best for me. Please contact me.
I want to explore gifts that provide income to me and/or my beneficiaries. Specifically, I am interested in the following gift plans:
Charitable Gift Annuity Deferred Gift Annuity
Charitable Remainder Unitrust Charitable Remainder Annuity Trust
I want to explore:
How to make a Bequest. Ways to give Real Estate. Making a gift of Retirement Plan Assets. Passing assets to my heirs while minimizing my tax exposure (Charitable Lead Trusts) Making a gift with Life Insurance. Gifts of Partnership Interests or Closely-Held Stock.
Amount to illustrate ($)
Type of asset:
Estimated original cost of asset
Dates of birth of income beneficiaries (if applicable):
Beneficiary #1's date of birth
Beneficiary #2's date of birth
Comments
First Name *
Last Name *
Address *
Apt or Suite
City *
State *
Zip *
Daytime Phone Number * (with Area Code)
Fax
E-mail Address *
* Indicates a required fields
TAX ID number: 52-1744337