Gift Annuity Proposal

*Amount of annuity being considered:
 (minimum amount is $3,000)

If using stock, indicate cost basis:

Type of gift annuity
(please check one) (please check one)
One-Life Annuity Immediate Payment
Two-Life Annuity Deferred Payment

If deferred, date of first payment (minimum deferral period one year):
Month
Year

*Payments to be made:
Annually Semiannually
Quarterly Monthly


*Name
Address
City
State
Zip
Phone
*Birthdate
/ /
*E-Mail


If Two-Life annuity:
Name of second annuitant
*Birthdate
/ /

Property (please check one)
Jointly owned Solely owned

How would you like to be contacted?
E-mail
US Mail
Phone


 



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PLANNED GIVING GLOSSARY


AICR's OFFICE OF
GIFT PLANNING

We are ready to work with you or your financial advisor. Our staff can provide detailed information about the various types of planned gifts, and will work with you to help create the planned gift that works for you.

To reach an AICR Gift Planning staff person, send an e-mail to gifts@aicr.org or call:

1-800-843-8114
9 a.m. to 5 p.m. ET, Monday to Friday

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