Personalized Gift Calculation

Outright

Bequest (gift by will)

Charitable gift annuity
Support and receive a fixed income for life.

Deferred charitable gift annuity
Support and receive a deferred-income stream.

Charitable remainder unitrust
Support and receive a variable-income stream.

Charitable remainder annuity trust
Support and receive a fixed-income stream.

Cash

Securities (stocks, bonds, mutual fund shares)

Real estate

Other (please specify)

Enter the dollar amount of the gift you are considering:

Enter the cost basis of the asset (if other than cash) you are considering funding the gift with:

Enter the age or birth date for each beneficiary

Beneficiary 1:

Beneficiary is someone other than me or my spouse.

Beneficiary 2:

Beneficiary is someone other than me or my spouse.

*Name:

Occupation:

Address:

City:

State/Province:

Postal Code:

Country:

*E-mail:

Phone:

Questions or Comments: