With the following information, we will provide you with a calculation
of your benefits using a Charitable Gift Annuity. There are other gift
options that might be better suited for your individual financial circumstances
which we will be glad to discuss with you. This is entirely confidential
and the information you provide will be held in the strictest confidence.
Age:
If this annuity is to last for the lifetime of another person in addition
to yourself, please enter that other person's age:
The dollar amount of the annuity you wish to establish:
If you wish to fund the annuity with appreciated assets, such as stocks,
please indicate the original cost or basis of the assets (please disregard
if the funding is to be with cash):
Our calculation will make assumptions as to the payout rate and the
actual date of the gift. These assumptions are simply to give you a
general idea of the income and tax benefits such a gift will provide
you. There are other variables that may affect the actual benefits.
This calculation is just a general idea of the benefits based on the
current information and market conditions available at this time.
If you wish, you may set up the annuity now but defer the income to
a future date. If so, please indicate the age (both ages if for two
persons) at which you would like to start receiving annuity payments.
Important note , individual
financial circumstances will vary. The information on this site does
not constitute legal or tax advice. Donor stories and photographs are
for purposes of illustration only. As with all tax and estate planning,
please consult your attorney or estate specialist. All material is copyrighted
and is for viewing purposes only. Use of this site signifies your agreement
with the terms of use . The content in
this Planned Giving section has been developed for WFSU by Future
Focus . Please report any problems to section
webmaster . Revised: May 30, 2007 22:19.