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
Pooled Income Fund

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

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Last Name *

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AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY

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