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Custom Calculation


1. Select the type of gift(s) in which you are interested:
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.
Grantor Lead Trust
Nongrantor Lead Trust

2. Select the type of asset(s) in which you are considering funding the gift:

Cash
Securities (stocks, bonds, mutual fund shares)
Real estate
Other (please specify)

3. Gift amount and cost basis:

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:

4. Age(s) or birth date(s):

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.

 

5. Your information:

*Name

  Occupation:

  Address:

  City:

  State/Province:

  Postal Code:

  Country:

  Phone:

*E-mail:

Questions or Comments:


*All fields marked with the asterisk symbol (*) are required.

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