Request for Illustration Form

To receive a personalized illustration of a charitable remainder trust, charitable gift annuity or charitable lead trust for your client, please provide the following information:

Birthdate Beneficiary (1)
Birthdate Beneficiary (2)

Marginal Tax Bracket is: (Needed to illustrate the amount of tax savings)
Gift Amount:  
Asset Type: Cash, stock, mutual fund, real estate, etc.
Cost Basis:
Original cost, if known

Giving Vehicle:
 
 
 
  *If a Deferred Gift Annuity, how many years until first payout?
  Charitable Lead Grantor Annuity Trust
  Charitable Lead Grantor Unitrust
  Charitable Lead Non-Grantor Annuity Trust
  Charitable Lead Non-Grantor Unitrust
  The Lead Trust selected will run for a term of how many years?


Questions?

Contact Information

Name
Company
Address
City
State
Zip
Phone
E-mail

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