1. Select the type of gift(s) in which you are interested:
Bequest (gift by will)
Charitable gift annuity
Deferred charitable gift annuity
Charitable remainder unitrust
Charitable remainder annuity trust
Grantor Lead Trust
Nongrantor Lead Trust
2. Select the type of asset(s) with which you are considering funding the gift:
Securities (stocks, bonds, mutual fund shares)
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 is someone other than me or my spouse.
5. Your information:
Questions or Comments:
*All fields marked with the asterisk symbol (*) are required.
© Pentera, Inc. Planned giving content. All rights reserved.